JGP Wealth Management’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 | $8.26M | Buy |
74,719
+1,217
| +2% | +$135K | 1% | 30 |
|
|
2025
Q1 | $8.44M | Sell |
73,502
-8,490
| -10% | -$974K | 1.11% | 30 |
|
|
2024
Q4 | $10.8M | Buy |
81,992
+1,354
| +2% | +$179K | 1.4% | 24 |
|
|
2024
Q3 | $14.6M | Buy |
80,638
+209
| +0.3% | +$37.9K | 1.88% | 15 |
|
|
2024
Q2 | $11.7M | Buy |
80,429
+638
| +0.8% | +$92.6K | 1.66% | 19 |
|
|
2024
Q1 | $13.3M | Sell |
79,791
-31,421
| -28% | -$5.23M | 1.93% | 18 |
|
|
2023
Q4 | $16M | Sell |
111,212
-722
| -0.6% | -$104K | 2.38% | 8 |
|
|
2023
Q3 | $12.2M | Buy |
111,934
+907
| +0.8% | +$98.5K | 2.04% | 14 |
|
|
2023
Q2 | $13.5M | Buy |
111,027
+427
| +0.4% | +$51.8K | 2.2% | 12 |
|
|
2023
Q1 | $11.3M | Buy |
110,600
+794
| +0.7% | +$80.8K | 1.97% | 19 |
|
|
2022
Q4 | $9.62M | Buy |
109,806
+2,234
| +2% | +$196K | 1.77% | 21 |
|
|
2022
Q3 | $8.13M | Buy |
107,572
+3,069
| +3% | +$232K | 1.71% | 21 |
|
|
2022
Q2 | $7.75M | Buy |
+104,503
| New | +$7.75M | 1.56% | 25 |
|