J.P. Morgan Private Wealth Advisors’s Lennar Class A LEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$6.19M Sell
56,963
-7,917
-12% -$860K 0.02% 462
2023
Q2
$7.87M Sell
64,880
-25,861
-28% -$3.14M 0.04% 267
2023
Q1
$9.23M Buy
90,741
+20,554
+29% +$2.09M 0.02% 448
2022
Q4
$6.15M Buy
70,187
+1,484
+2% +$130K 0.01% 530
2022
Q3
$4.96M Sell
68,703
-16,338
-19% -$1.18M 0.01% 561
2022
Q2
$5.81M Sell
85,041
-3,378
-4% -$231K 0.01% 531
2022
Q1
$6.95M Sell
88,419
-58,930
-40% -$4.63M 0.02% 526
2021
Q4
$16.6M Buy
147,349
+34,555
+31% +$3.89M 0.04% 354
2021
Q3
$10.2M Buy
112,794
+2,077
+2% +$188K 0.03% 419
2021
Q2
$10.6M Sell
110,717
-85,017
-43% -$8.18M 0.03% 405
2021
Q1
$19.2M Sell
195,734
-22,381
-10% -$2.19M 0.06% 271
2020
Q4
$16.1M Buy
218,115
+35,762
+20% +$2.64M 0.05% 298
2020
Q3
$14.4M Buy
182,353
+154,228
+548% +$12.2M 0.06% 266
2020
Q2
$1.68M Buy
28,125
+1,207
+4% +$72K 0.01% 633
2020
Q1
$995K Buy
26,918
+9,690
+56% +$358K 0.01% 716
2019
Q4
$930K Buy
17,228
+3,600
+26% +$194K ﹤0.01% 824
2019
Q3
$737K Buy
13,628
+7,147
+110% +$387K ﹤0.01% 868
2019
Q2
$304K Sell
6,481
-1,179
-15% -$55.3K ﹤0.01% 1143
2019
Q1
$364K Buy
7,660
+84
+1% +$3.99K ﹤0.01% 1134
2018
Q4
$287K Sell
7,576
-7,424
-49% -$281K ﹤0.01% 1189
2018
Q3
$678K Sell
15,000
-2,089
-12% -$94.4K ﹤0.01% 963
2018
Q2
$868K Sell
17,089
-5,169
-23% -$263K ﹤0.01% 820
2018
Q1
$1.27M Sell
22,258
-1,287
-5% -$73.4K 0.01% 595
2017
Q4
$1.44M Buy
23,545
+6,897
+41% +$422K 0.01% 566
2017
Q3
$837K Sell
16,648
-7,612
-31% -$383K 0.01% 679
2017
Q2
$1.23M Buy
24,260
+10,899
+82% +$553K 0.01% 563
2017
Q1
$651K Sell
13,361
-1,545
-10% -$75.3K 0.01% 764
2016
Q4
$609K Sell
14,906
-152
-1% -$6.21K 0.01% 736
2016
Q3
$607K Sell
15,058
-937
-6% -$37.8K 0.01% 725
2016
Q2
$702K Sell
15,995
-2,727
-15% -$120K 0.01% 677
2016
Q1
$862K Buy
+18,722
New +$862K 0.01% 593