Institute for Wealth Management’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
Q3 | $1.19M | Hold |
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|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.63M | Sell |
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|
2024
Q2 | $1.31M | Hold |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $991K | Sell |
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|
2023
Q2 | $1.11M | Hold |
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|
2023
Q1 | $931K | Sell |
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|
2022
Q4 | $802K | Sell |
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|
2022
Q3 | $665K | Hold |
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|
2022
Q2 | $630K | Sell |
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|
2022
Q1 | $730K | Sell |
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|
2021
Q4 | $1.05M | Hold |
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|
2021
Q3 | $847K | Hold |
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|
2021
Q2 | $899K | Hold |
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|
2021
Q1 | $916K | Sell |
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|
2020
Q4 | $692K | Sell |
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|
2020
Q3 | $759K | Buy |
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|
2020
Q2 | $569K | Sell |
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|
2020
Q1 | $357K | Hold |
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|
2019
Q4 | $522K | Hold |
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|
2019
Q3 | $522K | Hold |
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|
2019
Q2 | $453K | Hold |
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|
2019
Q1 | $459K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $552K | Hold |
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|
2018
Q2 | $604K | Buy |
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|
2018
Q1 | $571K | Buy |
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|
2017
Q4 | $449K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $390K | Buy |
|