TCWA
Turtle Creek Wealth Advisors’s Lennar Class A LEN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.05M | Buy |
45,668
+3,627
| +9% | +$401K | 0.6% | 52 |
|
2025
Q1 | $4.83M | Buy |
42,041
+8,357
| +25% | +$959K | 0.72% | 48 |
|
2024
Q4 | $4.59M | Sell |
33,684
-5,215
| -13% | -$711K | 1.06% | 30 |
|
2024
Q3 | $7.29M | Sell |
38,899
-95
| -0.2% | -$17.8K | 1.46% | 17 |
|
2024
Q2 | $5.84M | Buy |
38,994
+4,863
| +14% | +$729K | 1.35% | 21 |
|
2024
Q1 | $5.87M | Buy |
34,131
+3,750
| +12% | +$645K | 1.44% | 16 |
|
2023
Q4 | $4.53M | Buy |
+30,381
| New | +$4.53M | 1.33% | 14 |
|