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 |
|