Measured Wealth Private Client Group’s Lennar Class A LEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-268	Closed	-$27.6K	–	757
2025 Q4	$27.6K	Sell	268 -174	-39%	-$21K	0.01%	406
2025 Q3	$55.7K	Sell	442 -1,558	-78%	-$193K	0.02%	289
2025 Q2	$221K	Sell	2,000 -2,482	-55%	-$269K	0.07%	168
2025 Q1	$514K	Buy	4,482 +560	+14%	+$69.9K	0.17%	87
2024 Q4	$518K	Buy	3,922 +226	+6%	+$36.7K	0.17%	80
2024 Q3	$671K	Sell	3,696 -146	-4%	-$24.5K	0.22%	59
2024 Q2	$557K	Buy	3,842 +38	+1%	+$5.78K	0.2%	77
2024 Q1	$633K	Buy	3,804 +129	+4%	+$19.4K	0.22%	76
2023 Q4	$530K	Buy	3,675 +130	+4%	+$15.7K	0.2%	85
2023 Q3	$385K	Buy	3,545 +283	+9%	+$33.2K	0.15%	106
2023 Q2	$396K	Buy	3,262 +14	+0.4%	+$1.53K	0.15%	116
2023 Q1	$330K	Buy	+3,248	New	+$314K	0.13%	124
2022 Q2	–	Sell	-2,796	Closed	-$220K	–	192
2022 Q1	$220K	Buy	+2,796	New	+$252K	0.08%	157