Global Retirement Partners’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.1K | Buy |
+7,971
| New | +$64.1K | ﹤0.01% | 1639 |
|
|
2024
Q4 | $61.7K | Buy |
7,122
+1,089
| +18% | +$9.44K | ﹤0.01% | 1522 |
|
|
2024
Q3 | $81.6K | Buy |
6,033
+413
| +7% | +$5.58K | ﹤0.01% | 1331 |
|
|
2024
Q2 | $92.6K | Buy |
5,620
+611
| +12% | +$10.1K | ﹤0.01% | 1241 |
|
|
2024
Q1 | $85.2K | Sell |
5,009
-486
| -9% | -$8.27K | ﹤0.01% | 1150 |
|
|
2023
Q4 | $98.2K | Buy |
5,495
+4,526
| +467% | +$80.9K | ﹤0.01% | 1055 |
|
|
2023
Q3 | $17.7K | Buy |
969
+31
| +3% | +$566 | ﹤0.01% | 1696 |
|
|
2023
Q2 | $27.2K | Buy |
938
+45
| +5% | +$1.31K | ﹤0.01% | 1539 |
|
|
2023
Q1 | $29.1K | Buy |
+893
| New | +$29.1K | ﹤0.01% | 1483 |
|