Creative Planning’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
Q1 | – | Sell |
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|
2024
Q4 | $164K | Sell |
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|
2024
Q3 | $413K | Sell |
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $1.63M | Buy |
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|
2023
Q3 | $996K | Sell |
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|
2023
Q2 | $2.07M | Buy |
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|
2023
Q1 | $782K | Buy |
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|
2022
Q4 | $641K | Buy |
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|
2022
Q3 | $614K | Sell |
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|
2022
Q2 | $864K | Hold |
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|
2022
Q1 | $933K | Buy |
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|
2021
Q4 | $718K | Buy |
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|
2021
Q3 | $511K | Buy |
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|
2021
Q2 | $371K | Buy |
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|
2021
Q1 | $362K | Buy |
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|
2020
Q4 | $318K | Sell |
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|
2020
Q3 | $622K | Buy |
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|
2020
Q2 | $599K | Sell |
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|
2020
Q1 | $675K | Sell |
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|
2019
Q4 | $886K | Sell |
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|
2019
Q3 | $996K | Sell |
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|
2019
Q2 | $1.33M | Sell |
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|
2019
Q1 | $1.35M | Buy |
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|
2018
Q4 | $1.03M | Sell |
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|
2018
Q3 | $1.31M | Sell |
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|
2018
Q2 | $1.46M | Sell |
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|
2018
Q1 | $1.25M | Sell |
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|
2017
Q4 | $1.82M | Buy |
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|
2017
Q3 | $1.86M | Sell |
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|
2017
Q2 | $1.78M | Buy |
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|
2017
Q1 | $1.26M | Buy |
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|
2016
Q4 | $1.32M | Sell |
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|
2016
Q3 | $1.25M | Buy |
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|
2016
Q2 | $359K | Sell |
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|
2016
Q1 | $427K | Buy |
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|
2015
Q4 | $407K | Sell |
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|
2015
Q3 | $480K | Sell |
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|
2015
Q2 | $975K | Sell |
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|
2015
Q1 | $1.02M | Buy |
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|
2014
Q4 | $849K | Buy |
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|
2014
Q3 | $285K | Buy |
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|
2014
Q2 | $96K | Sell |
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|
2014
Q1 | $142K | Buy |
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|
2013
Q4 | $114K | Buy |
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|
2013
Q3 | $43K | Hold |
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|
2013
Q2 | $37K | Buy |
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