CAPTRUST Financial 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
Q4 | $313K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $131K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $136K | Hold |
|
|||||
|
2021
Q3 | $136K | Hold |
|
|||||
|
2021
Q2 | $150K | Hold |
|
|||||
|
2021
Q1 | $152K | Hold |
|
|||||
|
2020
Q4 | $138K | Sell |
|
|||||
|
2020
Q3 | $155K | Sell |
|
|||||
|
2020
Q2 | $283K | Hold |
|
|||||
|
2020
Q1 | $269K | Buy |
|