Corient Private Wealth’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 | $187K | Sell |
23,281
-327
| -1% | -$2.63K | ﹤0.01% | 2346 |
|
2025
Q1 | $214K | Buy |
23,608
+1,418
| +6% | +$12.8K | ﹤0.01% | 2033 |
|
2024
Q4 | $192K | Sell |
22,190
-57,006
| -72% | -$494K | ﹤0.01% | 2130 |
|
2024
Q3 | $1.07M | Buy |
79,196
+67,975
| +606% | +$919K | ﹤0.01% | 1346 |
|
2024
Q2 | $185K | Buy |
+11,221
| New | +$185K | ﹤0.01% | 2128 |
|
2023
Q2 | – | Sell |
-8,940
| Closed | -$462K | – | 2096 |
|
2023
Q1 | $462K | Hold |
8,940
| – | – | ﹤0.01% | 1412 |
|
2022
Q4 | $453K | Buy |
+8,940
| New | +$453K | ﹤0.01% | 1171 |
|