IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-400
| Closed | -$3.02K | – | 5083 |
|
|
2025
Q4 | $3.02K | Sell |
400
-725
| -64% | -$5.84K | ﹤0.01% | 3675 |
|
|
2025
Q3 | $9.47K | Hold |
1,125
| – | – | ﹤0.01% | 2932 |
|
|
2025
Q2 | $9.05K | Buy |
1,125
+125
| +13% | +$1.07K | ﹤0.01% | 2978 |
|
|
2025
Q1 | $9.06K | Buy |
+1,000
| New | +$9.63K | ﹤0.01% | 2614 |
|
|
2024
Q4 | – | Sell |
-200
| Closed | -$2.7K | – | 4628 |
|
|
2024
Q3 | $2.7K | Sell |
200
-18
| -8% | -$272 | ﹤0.01% | 2841 |
|
|
2024
Q2 | $3.59K | Sell |
218
-182
| -46% | -$3.08K | ﹤0.01% | 2664 |
|
|
2024
Q1 | $6.8K | Buy |
400
+100
| +33% | +$1.84K | ﹤0.01% | 2370 |
|
|
2023
Q4 | $5.16K | Sell |
300
-3,747
| -93% | -$65.6K | ﹤0.01% | 2413 |
|
|
2023
Q3 | $80K | Sell |
4,047
-41,672
| -91% | -$1.05M | ﹤0.01% | 1363 |
|
|
2023
Q2 | $1.33M | Buy |
45,719
+680
| +2% | +$24.7K | 0.06% | 352 |
|
|
2023
Q1 | $3.13M | Buy |
45,039
+8,975
| +25% | +$475K | 0.14% | 150 |
|
|
2022
Q4 | $2.51M | Buy |
36,064
+28,754
| +393% | +$1.5M | 0.07% | 315 |
|
|
2022
Q3 | $508K | Buy |
7,310
+2,349
| +47% | +$121K | 0.01% | 926 |
|
|
2022
Q2 | $345K | Hold |
4,961
| – | – | 0.01% | 1004 |
|
|
2022
Q1 | $345K | Buy |
4,961
+4,234
| +582% | +$227K | 0.01% | 1004 |
|
|
2021
Q4 | $36K | Hold |
727
| – | – | ﹤0.01% | 1681 |
|
|
2021
Q3 | $36K | Buy |
727
+427
| +142% | +$23.6K | ﹤0.01% | 1716 |
|
|
2021
Q2 | $15K | Hold |
300
| – | – | ﹤0.01% | 2057 |
|
|
2021
Q1 | $15K | Sell |
300
-52
| -15% | -$3.06K | ﹤0.01% | 1970 |
|
|
2020
Q4 | $18K | Buy |
352
+52
| +17% | +$2.65K | ﹤0.01% | 1838 |
|
|
2020
Q3 | $15K | Hold |
300
| – | – | ﹤0.01% | 1752 |
|
|
2020
Q2 | $15K | Hold |
300
| – | – | ﹤0.01% | 1666 |
|
|
2020
Q1 | $15K | Hold |
300
| – | – | ﹤0.01% | 1605 |
|
|
2019
Q4 | $18K | Sell |
300
-1,052
| -78% | -$68.1K | ﹤0.01% | 1656 |
|
|
2019
Q3 | $86K | Buy |
+1,352
| New | +$96.1K | 0.01% | 1134 |
|
|
2019
Q1 | $37K | Buy |
+518
| New | +$36.1K | 0.01% | 1096 |
|
|
2018
Q2 | – | Sell |
-2,320
| Closed | -$123K | – | 3957 |
|
|
2018
Q1 | $123K | Hold |
2,320
| – | – | 0.01% | 1262 |
|
|
2017
Q4 | $123K | Sell |
2,320
-849
| -27% | -$46.1K | 0.01% | 1271 |
|
|
2017
Q3 | $174K | Buy |
3,169
+465
| +17% | +$24.5K | 0.01% | 1225 |
|
|
2017
Q2 | $140K | Sell |
2,704
-656
| -20% | -$32.8K | 0.01% | 1332 |
|
|
2017
Q1 | $172K | Buy |
3,360
+539
| +19% | +$30.4K | 0.01% | 1196 |
|
|
2016
Q4 | $169K | Buy |
2,821
+116
| +4% | +$6.25K | 0.01% | 1135 |
|
|
2016
Q3 | $137K | Buy |
2,705
+76
| +3% | +$4.01K | 0.01% | 1184 |
|
|
2016
Q2 | $142K | Buy |
2,629
+2,111
| +408% | +$120K | 0.01% | 1152 |
|
|
2016
Q1 | $37K | Sell |
518
-1,355
| -72% | -$78K | 0.01% | 1096 |
|
|
2015
Q4 | $115K | Buy |
+1,873
| New | +$136K | 0.01% | 1102 |
|
Other funds holding IEP
IC
SAM
JF
HF