Private Trust Company’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 | $10.3K | Hold |
119
| – | – | ﹤0.01% | 1965 |
|
|
2025
Q4 | $12.2K | Sell |
119
-11
| -8% | -$1.33K | ﹤0.01% | 1862 |
|
|
2025
Q3 | $16.4K | Sell |
130
-31
| -19% | -$3.85K | ﹤0.01% | 1723 |
|
|
2025
Q2 | $17.8K | Sell |
161
-311
| -66% | -$33.7K | ﹤0.01% | 1619 |
|
|
2025
Q1 | $54.2K | Sell |
472
-124
| -21% | -$15.5K | 0.01% | 1164 |
|
|
2024
Q4 | $78.7K | Sell |
596
-226
| -27% | -$36.7K | 0.01% | 1001 |
|
|
2024
Q3 | $149K | Buy |
822
+148
| +22% | +$24.8K | 0.02% | 793 |
|
|
2024
Q2 | $97.7K | Buy |
674
+39
| +6% | +$5.93K | 0.01% | 894 |
|
|
2024
Q1 | $106K | Buy |
635
+7
| +1% | +$1.05K | 0.01% | 845 |
|
|
2023
Q4 | $90.6K | Sell |
628
-185
| -23% | -$22.3K | 0.01% | 863 |
|
|
2023
Q3 | $88.3K | Sell |
813
-145
| -15% | -$17K | 0.01% | 846 |
|
|
2023
Q2 | $116K | Buy |
958
+553
| +137% | +$60.4K | 0.01% | 753 |
|
|
2023
Q1 | $41.2K | Sell |
405
-56
| -12% | -$5.41K | 0.01% | 1061 |
|
|
2022
Q4 | $40K | Sell |
461
-98
| -18% | -$7.94K | 0.01% | 1042 |
|
|
2022
Q3 | $40K | Buy |
559
+5
| +0.9% | +$388 | 0.01% | 969 |
|
|
2022
Q2 | $38K | Buy |
+554
| New | +$40.6K | 0.01% | 1023 |
|
|
2016
Q3 | – | Sell |
-17,245
| Closed | -$756K | – | 325 |
|
|
2016
Q2 | $756K | Buy |
17,245
+5,107
| +42% | +$223K | 0.2% | 128 |
|
|
2016
Q1 | $558K | Sell |
12,138
-671
| -5% | -$27.5K | 0.15% | 166 |
|
|
2015
Q4 | $596K | Buy |
+12,809
| New | +$611K | 0.17% | 156 |
|
|
2014
Q1 | – | Sell |
-55
| Closed | -$2K | – | 1854 |
|
|
2013
Q4 | $2K | Hold |
55
| – | – | ﹤0.01% | 1466 |
|
|
2013
Q3 | $2K | Sell |
55
-707
| -93% | -$22.9K | ﹤0.01% | 1419 |
|
|
2013
Q2 | $26K | Buy |
+762
| New | +$28.9K | 0.01% | 566 |
|
Other funds holding LEN
VCM
GA
VPM