Carolinas Wealth Consulting’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 |
-25
| Closed | -$210 | – | 1058 |
|
|
2024
Q4 | $210 | Buy |
25
+2
| +9% | +$17 | ﹤0.01% | 1047 |
|
|
2024
Q3 | $311 | Buy |
23
+1
| +5% | +$14 | ﹤0.01% | 1035 |
|
|
2024
Q2 | $352 | Buy |
22
+3
| +16% | +$48 | ﹤0.01% | 1011 |
|
|
2024
Q1 | $341 | Hold |
19
| – | – | ﹤0.01% | 1007 |
|
|
2023
Q4 | $326 | Buy |
19
+1
| +6% | +$17 | ﹤0.01% | 963 |
|
|
2023
Q3 | $295 | Buy |
18
+1
| +6% | +$16 | ﹤0.01% | 984 |
|
|
2023
Q2 | $495 | Buy |
17
+2
| +13% | +$58 | ﹤0.01% | 991 |
|
|
2023
Q1 | $821 | Hold |
15
| – | – | ﹤0.01% | 924 |
|
|
2022
Q4 | $774 | Hold |
15
| – | – | ﹤0.01% | 942 |
|
|
2022
Q3 | $1K | Buy |
15
+1
| +7% | +$67 | ﹤0.01% | 826 |
|
|
2022
Q2 | $1K | Buy |
14
+1
| +8% | +$71 | ﹤0.01% | 828 |
|
|
2022
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 855 |
|
|
2021
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 895 |
|
|
2021
Q3 | $1K | Buy |
13
+1
| +8% | +$77 | ﹤0.01% | 868 |
|
|
2021
Q2 | $1K | Sell |
12
-316
| -96% | -$26.3K | ﹤0.01% | 880 |
|
|
2021
Q1 | $18K | Hold |
328
| – | – | ﹤0.01% | 529 |
|
|
2020
Q4 | $17K | Buy |
328
+12
| +4% | +$622 | ﹤0.01% | 501 |
|
|
2020
Q3 | $16K | Buy |
316
+13
| +4% | +$658 | 0.01% | 414 |
|
|
2020
Q2 | $15K | Buy |
+303
| New | +$15K | 0.01% | 306 |
|