West Oak Capital’s Lennar Class B LEN.B Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.64K	Hold	1,555	–	–	0.06%	125
2025 Q1	$1.7K	Sell	1,555 -81	-5%	-$88	0.07%	123
2024 Q4	$2.06M	Hold	1,636	–	–	0.07%	114
2024 Q3	$2.69K	Hold	1,636	–	–	0.05%	106
2024 Q2	$217K	Hold	1,636	–	–	0.09%	115
2024 Q1	$240K	Hold	1,636	–	–	0.1%	111
2023 Q4	$217K	Hold	1,636	–	–	0.1%	116
2023 Q3	$159K	Hold	1,636	–	–	0.08%	126
2023 Q2	$176K	Hold	1,636	–	–	0.09%	123
2023 Q1	$139K	Hold	1,636	–	–	0.07%	131
2022 Q4	$116K	Hold	1,636	–	–	0.06%	129
2022 Q3	$93K	Hold	1,636	–	–	0.05%	141
2022 Q2	$91K	Hold	1,636	–	–	0.05%	146
2022 Q1	$106K	Hold	1,636	–	–	0.05%	146
2021 Q4	$149K	Hold	1,636	–	–	0.05%	139
2021 Q3	$121K	Hold	1,636	–	–	0.05%	149
2021 Q2	$127K	Hold	1,636	–	–	0.05%	146
2021 Q1	$128K	Hold	1,636	–	–	0.05%	140
2020 Q4	$95K	Hold	1,636	–	–	0.04%	145
2020 Q3	$102K	Hold	1,636	–	–	0.06%	132
2020 Q2	$72K	Hold	1,636	–	–	0.04%	153
2020 Q1	$45K	Hold	1,636	–	–	0.03%	171
2019 Q4	$70K	Hold	1,636	–	–	0.04%	161
2019 Q3	$69K	Hold	1,636	–	–	0.04%	161
2019 Q2	$60K	Hold	1,636	–	–	0.04%	169
2019 Q1	$61K	Hold	1,636	–	–	0.04%	164
2018 Q4	$48.7K	Hold	1,636	–	–	0.03%	165
2018 Q3	$59.9K	Hold	1,636	–	–	0.03%	168
2018 Q2	$66.4K	Hold	1,636	–	–	0.04%	165
2018 Q1	$74.2K	Hold	1,636	–	–	0.04%	165
2017 Q4	$80.4K	Sell	1,636 -7,528	-82%	-$370K	0.05%	146
2017 Q3	$385K	Hold	9,164	–	–	0.23%	95
2017 Q2	$384K	Hold	9,164	–	–	0.23%	93
2017 Q1	$357K	Hold	9,164	–	–	0.22%	90
2016 Q4	$295K	Hold	9,164	–	–	0.2%	95
2016 Q3	$287K	Hold	9,164	–	–	0.2%	98
2016 Q2	$318K	Buy	+9,164	New	+$318K	0.23%	92