Premier Path Wealth Partners’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
$402K Sell
3,632
-116
-3% -$12.8K 0.06% 280
2025
Q1
$430K Sell
3,748
-677
-15% -$77.7K 0.07% 248
2024
Q4
$584K Buy
4,425
+89
+2% +$11.8K 0.09% 214
2024
Q3
$787K Buy
4,336
+97
+2% +$17.6K 0.12% 177
2024
Q2
$615K Buy
4,239
+140
+3% +$20.3K 0.1% 194
2024
Q1
$682K Buy
4,099
+158
+4% +$26.3K 0.13% 168
2023
Q4
$569K Buy
+3,941
New +$569K 0.13% 173