Perigon 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 | $483K | Buy |
4,364
+160
| +4% | +$17.7K | 0.01% | 680 |
|
|
2025
Q1 | $483K | Sell |
4,204
-2,167
| -34% | -$249K | 0.01% | 650 |
|
|
2024
Q4 | $868K | Buy |
6,371
+3,558
| +126% | +$485K | 0.02% | 483 |
|
|
2024
Q3 | $511K | Sell |
2,813
-478
| -15% | -$86.8K | 0.01% | 610 |
|
|
2024
Q2 | $477K | Buy |
3,291
+121
| +4% | +$17.6K | 0.01% | 545 |
|
|
2024
Q1 | $528K | Sell |
3,170
-1,087
| -26% | -$181K | 0.02% | 520 |
|
|
2023
Q4 | $614K | Sell |
4,257
-207
| -5% | -$29.9K | 0.02% | 447 |
|
|
2023
Q3 | $485K | Buy |
4,464
+89
| +2% | +$9.67K | 0.02% | 449 |
|
|
2023
Q2 | $531K | Sell |
4,375
-845
| -16% | -$102K | 0.02% | 444 |
|
|
2023
Q1 | $531K | Sell |
5,220
-103
| -2% | -$10.5K | 0.03% | 382 |
|
|
2022
Q4 | $466K | Buy |
5,323
+256
| +5% | +$22.4K | 0.03% | 405 |
|
|
2022
Q3 | $366K | Sell |
5,067
-750
| -13% | -$54.2K | 0.03% | 384 |
|
|
2022
Q2 | $397K | Buy |
+5,817
| New | +$397K | 0.03% | 367 |
|
|
2022
Q1 | – | Sell |
-1,876
| Closed | -$211K | – | 633 |
|
|
2021
Q4 | $211K | Buy |
+1,876
| New | +$211K | 0.02% | 543 |
|
|
2021
Q1 | – | Sell |
-1,246
| Closed | -$92K | – | 790 |
|
|
2020
Q4 | $92K | Buy |
+1,246
| New | +$92K | 0.01% | 558 |
|