Lyell 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 | $9.31M | Buy |
84,184
+899
| +1% | +$99.4K | 0.74% | 49 |
|
|
2025
Q1 | $9.56M | Sell |
83,285
-2,620
| -3% | -$301K | 0.89% | 36 |
|
|
2024
Q4 | $11.3M | Buy |
85,905
+4,687
| +6% | +$619K | 1.02% | 33 |
|
|
2024
Q3 | $14.7M | Buy |
81,218
+2,877
| +4% | +$522K | 1.34% | 21 |
|
|
2024
Q2 | $11.4M | Buy |
78,341
+4,293
| +6% | +$623K | 1.09% | 28 |
|
|
2024
Q1 | $12.3M | Buy |
74,048
+213
| +0.3% | +$35.5K | 1.25% | 24 |
|
|
2023
Q4 | $10.7M | Buy |
73,835
+2,018
| +3% | +$291K | 1.21% | 27 |
|
|
2023
Q3 | $7.8M | Sell |
71,817
-1,138
| -2% | -$124K | 1.05% | 36 |
|
|
2023
Q2 | $8.85M | Buy |
72,955
+1,316
| +2% | +$160K | 1.13% | 31 |
|
|
2023
Q1 | $7.29M | Buy |
71,639
+4,935
| +7% | +$502K | 1.02% | 34 |
|
|
2022
Q4 | $5.84M | Buy |
66,704
+6,105
| +10% | +$535K | 0.92% | 40 |
|
|
2022
Q3 | $4.37M | Buy |
60,599
+802
| +1% | +$57.9K | 0.74% | 51 |
|
|
2022
Q2 | $4.09M | Buy |
59,797
+17,318
| +41% | +$1.18M | 0.67% | 56 |
|
|
2022
Q1 | $3.34M | Buy |
42,479
+31,076
| +273% | +$2.44M | 0.43% | 75 |
|
|
2021
Q4 | $1.28M | Buy |
+11,403
| New | +$1.28M | 0.15% | 95 |
|