Pinnacle Wealth Planning Services’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,987
| Closed | -$361K | – | 489 |
|
|
2024
Q3 | $361K | Sell |
1,987
-6
| -0.3% | -$1.09K | 0.05% | 251 |
|
|
2024
Q2 | $289K | Buy |
1,993
+129
| +7% | +$18.7K | 0.04% | 298 |
|
|
2024
Q1 | $310K | Sell |
1,864
-21
| -1% | -$3.5K | 0.05% | 288 |
|
|
2023
Q4 | $272K | Buy |
1,885
+3
| +0.2% | +$433 | 0.04% | 296 |
|
|
2023
Q3 | $204K | Buy |
1,882
+3
| +0.2% | +$326 | 0.03% | 363 |
|
|
2023
Q2 | $228K | Buy |
+1,879
| New | +$228K | 0.04% | 335 |
|
|
2021
Q1 | – | Sell |
-322
| Closed | -$24K | – | 1220 |
|
|
2020
Q4 | $24K | Buy |
+322
| New | +$24K | 0.01% | 1087 |
|