Beacon Harbor Wealth Advisors’s Icahn Enterprises IEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$91.3K Hold
2025
Q1
$103K Hold
2024
Q4
$98.4K Hold
2024
Q3
$153K Hold
2024
Q2
$187K Hold
2024
Q1
$193K Hold
2023
Q4
$195K Hold
2023
Q3
$225K Hold
2023
Q2
$329K Buy
2023
Q1
$538K Hold
2022
Q4
$527K Buy
2022
Q2
$500K Hold
2022
Q1
$540K Hold
2021
Q4
$516K Hold
2021
Q3
$519K Sell
2021
Q2
$682K Hold
2021
Q1
$666K Buy
2020
Q4
$562K Buy