Global Retirement Partners’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 Q4	$55.4K	Sell	7,344 -816	-10%	-$6.58K	﹤0.01%	2294
2025 Q3	$68.7K	Buy	8,160 +189	+2%	+$1.65K	﹤0.01%	1720
2025 Q2	$64.1K	Buy	+7,971	New	+$68.2K	﹤0.01%	1639
2024 Q4	$61.7K	Buy	7,122 +1,089	+18%	+$13.2K	﹤0.01%	1522
2024 Q3	$81.6K	Buy	6,033 +413	+7%	+$6.24K	﹤0.01%	1331
2024 Q2	$92.6K	Buy	5,620 +611	+12%	+$10.4K	﹤0.01%	1241
2024 Q1	$85.2K	Sell	5,009 -486	-9%	-$8.93K	﹤0.01%	1150
2023 Q4	$98.2K	Buy	5,495 +4,526	+467%	+$79.2K	﹤0.01%	1055
2023 Q3	$17.7K	Buy	969 +31	+3%	+$783	﹤0.01%	1695
2023 Q2	$27.2K	Buy	938 +45	+5%	+$1.64K	﹤0.01%	1540
2023 Q1	$29.1K	Buy	+893	New	+$47.2K	﹤0.01%	1484