Venturi Wealth Management’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 | – | Sell |
-2,275
| Closed | -$261K | – | 582 |
|
|
2025
Q1 | $261K | Buy |
2,275
+1,296
| +132% | +$149K | 0.01% | 474 |
|
|
2024
Q4 | $129K | Buy |
979
+88
| +10% | +$11.6K | 0.01% | 671 |
|
|
2024
Q3 | $162K | Buy |
891
+44
| +5% | +$7.99K | 0.01% | 468 |
|
|
2024
Q2 | $123K | Buy |
847
+609
| +256% | +$88.4K | 0.01% | 473 |
|
|
2024
Q1 | $39.6K | Buy |
238
+48
| +25% | +$7.98K | ﹤0.01% | 552 |
|
|
2023
Q4 | $27.4K | Sell |
190
-2,909
| -94% | -$420K | ﹤0.01% | 616 |
|
|
2023
Q3 | $337K | Hold |
3,099
| – | – | 0.03% | 281 |
|
|
2023
Q2 | $376K | Sell |
3,099
-2,066
| -40% | -$251K | 0.03% | 242 |
|
|
2023
Q1 | $526K | Hold |
5,165
| – | – | 0.04% | 226 |
|
|
2022
Q4 | $453K | Buy |
+5,165
| New | +$453K | 0.04% | 242 |
|