Miller Investment 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
$10.9M Sell
98,536
-879
-0.9% -$97.2K 1.14% 20
2025
Q1
$11.4M Sell
99,415
-3,389
-3% -$389K 1.26% 19
2024
Q4
$13.6M Sell
102,804
-1,601
-2% -$211K 1.49% 18
2024
Q3
$18.9M Buy
104,405
+10,535
+11% +$1.91M 1.97% 12
2024
Q2
$13.6M Buy
93,870
+11,610
+14% +$1.68M 1.63% 16
2024
Q1
$13.7M Buy
82,260
+469
+0.6% +$78.1K 1.75% 18
2023
Q4
$11.8M Sell
81,791
-700
-0.8% -$101K 1.68% 19
2023
Q3
$8.96M Sell
82,491
-319
-0.4% -$34.7K 1.41% 19
2023
Q2
$10M Buy
82,810
+9
+0% +$1.09K 1.53% 19
2023
Q1
$8.43M Sell
82,801
-1,582
-2% -$161K 1.39% 17
2022
Q4
$7.39M Sell
84,383
-3,197
-4% -$280K 1.26% 19
2022
Q3
$6.32M Sell
87,580
-640
-0.7% -$46.2K 1.32% 15
2022
Q2
$6.03M Sell
88,220
-1,943
-2% -$133K 1.24% 18
2022
Q1
$7.09M Buy
+90,163
New +$7.09M 1.12% 17
2021
Q4
Sell
-5,733
Closed -$520K 98
2021
Q3
$520K Buy
+5,733
New +$520K 0.09% 65