Axxcess Wealth Management’s Icahn Enterprises IEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
66,965
+15,428
| +30% | +$124K | 0.01% | 577 |
|
|
2025
Q1 | $467K | Hold |
51,537
| – | – | 0.01% | 573 |
|
|
2024
Q4 | $447K | Buy |
+51,537
| New | +$447K | 0.01% | 570 |
|
|
2023
Q2 | – | Sell |
-5,990
| Closed | -$310K | – | 641 |
|
|
2023
Q1 | $310K | Buy |
+5,990
| New | +$310K | 0.02% | 466 |
|