Measured Wealth Private Client Group’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 | $221K | Sell |
2,000
-2,482
| -55% | -$275K | 0.07% | 168 |
|
|
2025
Q1 | $514K | Buy |
4,482
+560
| +14% | +$64.3K | 0.17% | 87 |
|
|
2024
Q4 | $518K | Buy |
3,922
+226
| +6% | +$29.8K | 0.17% | 80 |
|
|
2024
Q3 | $671K | Sell |
3,696
-146
| -4% | -$26.5K | 0.22% | 59 |
|
|
2024
Q2 | $557K | Buy |
3,842
+38
| +1% | +$5.51K | 0.2% | 77 |
|
|
2024
Q1 | $633K | Buy |
3,804
+129
| +4% | +$21.5K | 0.22% | 76 |
|
|
2023
Q4 | $530K | Buy |
3,675
+130
| +4% | +$18.8K | 0.2% | 85 |
|
|
2023
Q3 | $385K | Buy |
3,545
+283
| +9% | +$30.7K | 0.15% | 106 |
|
|
2023
Q2 | $396K | Buy |
3,262
+14
| +0.4% | +$1.7K | 0.15% | 116 |
|
|
2023
Q1 | $330K | Buy |
+3,248
| New | +$330K | 0.13% | 124 |
|
|
2022
Q2 | – | Sell |
-2,796
| Closed | -$220K | – | 192 |
|
|
2022
Q1 | $220K | Buy |
+2,796
| New | +$220K | 0.08% | 157 |
|