EverSource Wealth Advisors’s Icahn Enterprises IEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1K | Hold |
1,753
| – | – | ﹤0.01% | 2564 |
|
|
2025
Q1 | $15.9K | Sell |
1,753
-1
| -0.1% | -$9 | ﹤0.01% | 1823 |
|
|
2024
Q4 | $15.2K | Sell |
1,754
-334
| -16% | -$2.9K | ﹤0.01% | 1778 |
|
|
2024
Q3 | $28.2K | Hold |
2,088
| – | – | ﹤0.01% | 1317 |
|
|
2024
Q2 | $36.9K | Sell |
2,088
-118
| -5% | -$2.08K | ﹤0.01% | 1241 |
|
|
2024
Q1 | $38.9K | Sell |
2,206
-412
| -16% | -$7.27K | ﹤0.01% | 1080 |
|
|
2023
Q4 | $45K | Hold |
2,618
| – | – | ﹤0.01% | 941 |
|
|
2023
Q3 | $51.8K | Hold |
2,618
| – | – | 0.01% | 792 |
|
|
2023
Q2 | $76K | Sell |
2,618
-1,053
| -29% | -$30.6K | 0.01% | 678 |
|
|
2023
Q1 | $190K | Buy |
3,671
+128
| +4% | +$6.62K | 0.02% | 375 |
|
|
2022
Q4 | $179K | Buy |
+3,543
| New | +$179K | 0.03% | 365 |
|