Avantax Advisory Services’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-28,911
| Closed | -$251K | – | 2282 |
|
|
2024
Q4 | $251K | Sell |
28,911
-10,186
| -26% | -$88.3K | ﹤0.01% | 1913 |
|
|
2024
Q3 | $529K | Buy |
39,097
+162
| +0.4% | +$2.19K | ﹤0.01% | 1380 |
|
|
2024
Q2 | $642K | Buy |
38,935
+25,805
| +197% | +$425K | ﹤0.01% | 1213 |
|
|
2024
Q1 | $223K | Sell |
13,130
-8,695
| -40% | -$148K | ﹤0.01% | 1481 |
|
|
2023
Q4 | $375K | Buy |
+21,825
| New | +$375K | ﹤0.01% | 1120 |
|
|
2023
Q2 | – | Sell |
-6,123
| Closed | -$317K | – | 1537 |
|
|
2023
Q1 | $317K | Buy |
+6,123
| New | +$317K | ﹤0.01% | 1126 |
|