Clearstead Advisors’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7
| Closed | -$63 | – | 2802 |
|
|
2025
Q1 | $63 | Hold |
7
| – | – | ﹤0.01% | 2152 |
|
|
2024
Q4 | $61 | Hold |
7
| – | – | ﹤0.01% | 2056 |
|
|
2024
Q3 | $90 | Buy |
7
+1
| +17% | +$13 | ﹤0.01% | 1996 |
|
|
2024
Q2 | $101 | Hold |
6
| – | – | ﹤0.01% | 1985 |
|
|
2024
Q1 | $106 | Sell |
6
-94
| -94% | -$1.66K | ﹤0.01% | 1500 |
|
|
2023
Q4 | $1.72K | Sell |
100
-3,782
| -97% | -$65K | ﹤0.01% | 1307 |
|
|
2023
Q3 | $76.8K | Buy |
3,882
+1,941
| +100% | +$38.4K | ﹤0.01% | 797 |
|
|
2023
Q2 | $56.3K | Hold |
1,941
| – | – | ﹤0.01% | 710 |
|
|
2023
Q1 | $100K | Hold |
1,941
| – | – | 0.01% | 509 |
|
|
2022
Q4 | $98.3K | Hold |
1,941
| – | – | 0.01% | 498 |
|
|
2022
Q3 | $96K | Buy |
1,941
+1,200
| +162% | +$59.4K | 0.01% | 481 |
|
|
2022
Q2 | $36K | Hold |
741
| – | – | ﹤0.01% | 687 |
|
|
2022
Q1 | $38K | Hold |
741
| – | – | ﹤0.01% | 729 |
|
|
2021
Q4 | $37K | Hold |
741
| – | – | ﹤0.01% | 704 |
|
|
2021
Q3 | $37K | Hold |
741
| – | – | ﹤0.01% | 656 |
|
|
2021
Q2 | $41K | Hold |
741
| – | – | ﹤0.01% | 590 |
|
|
2021
Q1 | $40K | Buy |
741
+375
| +102% | +$20.2K | ﹤0.01% | 574 |
|
|
2020
Q4 | $19K | Hold |
366
| – | – | ﹤0.01% | 640 |
|
|
2020
Q3 | $18K | Hold |
366
| – | – | ﹤0.01% | 598 |
|
|
2020
Q2 | $18K | Buy |
+366
| New | +$18K | ﹤0.01% | 536 |
|