Integrated Wealth Concepts’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Buy |
30,743
+394
| +1% | +$43.6K | 0.03% | 452 |
|
|
2025
Q1 | $3.48M | Buy |
30,349
+5,873
| +24% | +$674K | 0.04% | 410 |
|
|
2024
Q4 | $3.23M | Buy |
24,476
+4,274
| +21% | +$564K | 0.04% | 407 |
|
|
2024
Q3 | $3.67M | Buy |
20,202
+1,128
| +6% | +$205K | 0.04% | 361 |
|
|
2024
Q2 | $2.77M | Buy |
19,074
+2,127
| +13% | +$309K | 0.04% | 405 |
|
|
2024
Q1 | $2.82M | Buy |
16,947
+3,287
| +24% | +$547K | 0.04% | 402 |
|
|
2023
Q4 | $1.97M | Sell |
13,660
-2,759
| -17% | -$398K | 0.03% | 488 |
|
|
2023
Q3 | $1.78M | Buy |
16,419
+6,151
| +60% | +$668K | 0.03% | 491 |
|
|
2023
Q2 | $1.25M | Sell |
10,268
-6,286
| -38% | -$763K | 0.02% | 604 |
|
|
2023
Q1 | $1.68M | Buy |
+16,554
| New | +$1.68M | 0.03% | 466 |
|