EP Wealth Advisors’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $549K | Sell |
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|
2024
Q4 | $638K | Sell |
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|
2024
Q3 | $978K | Buy |
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|
2024
Q2 | $711K | Sell |
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|
2024
Q1 | $834K | Sell |
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|
2023
Q4 | $755K | Sell |
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|
2023
Q3 | $592K | Sell |
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|
2023
Q2 | $648K | Sell |
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|
2023
Q1 | $103K | Buy |
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|
2022
Q4 | $570K | Buy |
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