EverSource Wealth Advisors’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
Q2 | $14.1K | Hold |
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|
2025
Q1 | $15.9K | Sell |
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|
2024
Q4 | $15.2K | Sell |
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|
2024
Q3 | $28.2K | Hold |
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|
2024
Q2 | $36.9K | Sell |
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|
2024
Q1 | $38.9K | Sell |
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|
2023
Q4 | $45K | Hold |
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|
2023
Q3 | $51.8K | Hold |
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|
2023
Q2 | $76K | Sell |
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|
2023
Q1 | $190K | Buy |
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|
2022
Q4 | $179K | Buy |
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