Prestige Wealth Management Group’s Lennar Class A LEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.26K Hold
26
﹤0.01% 716
2025
Q4
$2.67K Hold
26
﹤0.01% 703
2025
Q3
$3.28K Sell
26
-22
-46% -$2.73K ﹤0.01% 642
2025
Q2
$5.31K Sell
48
-2
-4% -$217 ﹤0.01% 552
2025
Q1
$5.74K Buy
50
+21
+72% +$2.62K ﹤0.01% 538
2024
Q4
$3.82K Hold
29
﹤0.01% 663
2024
Q3
$5.25K Hold
29
﹤0.01% 605
2024
Q2
$4.2K Hold
29
﹤0.01% 585
2024
Q1
$4.82K Hold
29
﹤0.01% 581
2023
Q4
$4.17K Sell
29
-2,212
-99% -$266K ﹤0.01% 624
2023
Q3
$243K Buy
2,241
+87
+4% +$10.2K 0.06% 122
2023
Q2
$261K Buy
2,154
+2,125
+7,328% +$232K 0.06% 129
2023
Q1
$2.94K Buy
29
+3
+12% +$290 ﹤0.01% 676
2022
Q4
$2.26K Buy
26
+8
+44% +$648 ﹤0.01% 806
2022
Q3
$1K Hold
18
﹤0.01% 866
2022
Q2
$1K Sell
18
-4
-18% -$293 ﹤0.01% 879
2022
Q1
$2K Hold
22
﹤0.01% 779
2021
Q4
$2K Hold
22
﹤0.01% 802
2021
Q3
$2K Hold
22
﹤0.01% 800
2021
Q2
$2K Hold
22
﹤0.01% 801
2021
Q1
$2K Hold
22
﹤0.01% 791
2020
Q4
$2K Buy
22
+4
+22% +$300 ﹤0.01% 765
2020
Q3
$1K Hold
18
﹤0.01% 795
2020
Q2
$1K Hold
18
﹤0.01% 797
2020
Q1
$1K Buy
+18
New +$1.02K ﹤0.01% 783
2019
Q1
Sell
-18
Closed -$1K 852
2018
Q4
$1K Buy
+18
New +$734 ﹤0.01% 1058

Other funds holding LEN