CAPTRUST Financial Advisors
IEP icon

CAPTRUST Financial Advisors’s Icahn Enterprises IEP Stock Holding History

CAPTRUST Financial Advisors’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-41,505
Closed -$313K – 3088
2025
Q4 		$313K Buy
+41,505
New +$335K ﹤0.01% 2218
2022
Q3 		– Sell
-2,733
Closed -$131K – 2997
2022
Q2 		$131K Buy
+2,733
New +$142K ﹤0.01% 2008
2022
Q1 		– Sell
-2,733
Closed -$136K – 5006
2021
Q4 		$136K Hold
2,733
– – ﹤0.01% 1928
2021
Q3 		$136K Hold
2,733
– – ﹤0.01% 1832
2021
Q2 		$150K Hold
2,733
– – ﹤0.01% 1730
2021
Q1 		$152K Hold
2,733
– – ﹤0.01% 1668
2020
Q4 		$138K Sell
2,733
-400
-13% -$20.4K ﹤0.01% 1357
2020
Q3 		$155K Sell
3,133
-2,732
-47% -$138K ﹤0.01% 1148
2020
Q2 		$283K Hold
5,865
– – ﹤0.01% 890
2020
Q1 		$269K Buy
+5,865
New +$355K 0.01% 759

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