Creative Planning’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 |
-18,948
| Closed | -$164K | – | 3558 |
|
|
2024
Q4 | $164K | Sell |
18,948
-11,612
| -38% | -$101K | ﹤0.01% | 3025 |
|
|
2024
Q3 | $413K | Sell |
30,560
-77,812
| -72% | -$1.05M | ﹤0.01% | 2269 |
|
|
2024
Q2 | $1.79M | Buy |
108,372
+14,805
| +16% | +$244K | ﹤0.01% | 1048 |
|
|
2024
Q1 | $1.59M | Sell |
93,567
-1,178
| -1% | -$20K | ﹤0.01% | 1068 |
|
|
2023
Q4 | $1.63M | Buy |
94,745
+44,413
| +88% | +$763K | ﹤0.01% | 994 |
|
|
2023
Q3 | $996K | Sell |
50,332
-20,832
| -29% | -$412K | ﹤0.01% | 1157 |
|
|
2023
Q2 | $2.07M | Buy |
71,164
+56,043
| +371% | +$1.63M | ﹤0.01% | 795 |
|
|
2023
Q1 | $782K | Buy |
15,121
+2,469
| +20% | +$128K | ﹤0.01% | 1199 |
|
|
2022
Q4 | $641K | Buy |
12,652
+291
| +2% | +$14.7K | ﹤0.01% | 1283 |
|
|
2022
Q3 | $614K | Sell |
12,361
-5,599
| -31% | -$278K | ﹤0.01% | 1193 |
|
|
2022
Q2 | $864K | Hold |
17,960
| – | – | ﹤0.01% | 1027 |
|
|
2022
Q1 | $933K | Buy |
17,960
+3,481
| +24% | +$181K | ﹤0.01% | 1015 |
|
|
2021
Q4 | $718K | Buy |
14,479
+4,245
| +41% | +$211K | ﹤0.01% | 1111 |
|
|
2021
Q3 | $511K | Buy |
10,234
+3,487
| +52% | +$174K | ﹤0.01% | 1274 |
|
|
2021
Q2 | $371K | Buy |
6,747
+8
| +0.1% | +$440 | ﹤0.01% | 1436 |
|
|
2021
Q1 | $362K | Buy |
6,739
+467
| +7% | +$25.1K | ﹤0.01% | 1639 |
|
|
2020
Q4 | $318K | Sell |
6,272
-6,334
| -50% | -$321K | ﹤0.01% | 1561 |
|
|
2020
Q3 | $622K | Buy |
12,606
+246
| +2% | +$12.1K | ﹤0.01% | 1004 |
|
|
2020
Q2 | $599K | Sell |
12,360
-1,577
| -11% | -$76.4K | ﹤0.01% | 940 |
|
|
2020
Q1 | $675K | Sell |
13,937
-466
| -3% | -$22.6K | ﹤0.01% | 803 |
|
|
2019
Q4 | $886K | Sell |
14,403
-1,114
| -7% | -$68.5K | ﹤0.01% | 839 |
|
|
2019
Q3 | $996K | Sell |
15,517
-2,824
| -15% | -$181K | ﹤0.01% | 760 |
|
|
2019
Q2 | $1.33M | Sell |
18,341
-239
| -1% | -$17.3K | ﹤0.01% | 645 |
|
|
2019
Q1 | $1.35M | Buy |
18,580
+600
| +3% | +$43.5K | ﹤0.01% | 612 |
|
|
2018
Q4 | $1.03M | Sell |
17,980
-500
| -3% | -$28.5K | ﹤0.01% | 651 |
|
|
2018
Q3 | $1.31M | Sell |
18,480
-2,107
| -10% | -$149K | ﹤0.01% | 642 |
|
|
2018
Q2 | $1.46M | Sell |
20,587
-1,276
| -6% | -$90.7K | 0.01% | 557 |
|
|
2018
Q1 | $1.25M | Sell |
21,863
-12,472
| -36% | -$711K | 0.01% | 616 |
|
|
2017
Q4 | $1.82M | Buy |
34,335
+451
| +1% | +$23.9K | 0.01% | 485 |
|
|
2017
Q3 | $1.86M | Sell |
33,884
-628
| -2% | -$34.5K | 0.01% | 485 |
|
|
2017
Q2 | $1.78M | Buy |
34,512
+9,916
| +40% | +$512K | 0.01% | 475 |
|
|
2017
Q1 | $1.26M | Buy |
24,596
+2,538
| +12% | +$130K | 0.01% | 583 |
|
|
2016
Q4 | $1.32M | Sell |
22,058
-2,698
| -11% | -$162K | 0.01% | 523 |
|
|
2016
Q3 | $1.25M | Buy |
24,756
+18,114
| +273% | +$915K | 0.01% | 517 |
|
|
2016
Q2 | $359K | Sell |
6,642
-124
| -2% | -$6.7K | ﹤0.01% | 937 |
|
|
2016
Q1 | $427K | Buy |
6,766
+127
| +2% | +$8.02K | ﹤0.01% | 817 |
|
|
2015
Q4 | $407K | Sell |
6,639
-521
| -7% | -$31.9K | ﹤0.01% | 852 |
|
|
2015
Q3 | $480K | Sell |
7,160
-4,080
| -36% | -$274K | ﹤0.01% | 758 |
|
|
2015
Q2 | $975K | Sell |
11,240
-193
| -2% | -$16.7K | 0.01% | 477 |
|
|
2015
Q1 | $1.03M | Buy |
11,433
+2,250
| +25% | +$202K | 0.01% | 445 |
|
|
2014
Q4 | $849K | Buy |
9,183
+6,489
| +241% | +$600K | 0.01% | 506 |
|
|
2014
Q3 | $285K | Buy |
2,694
+1,736
| +181% | +$184K | ﹤0.01% | 888 |
|
|
2014
Q2 | $96K | Sell |
958
-421
| -31% | -$42.2K | ﹤0.01% | 1446 |
|
|
2014
Q1 | $142K | Buy |
1,379
+341
| +33% | +$35.1K | ﹤0.01% | 1175 |
|
|
2013
Q4 | $114K | Buy |
1,038
+527
| +103% | +$57.9K | ﹤0.01% | 1128 |
|
|
2013
Q3 | $43K | Hold |
511
| – | – | ﹤0.01% | 1604 |
|
|
2013
Q2 | $37K | Buy |
+511
| New | +$37K | ﹤0.01% | 1544 |
|