KCFA
Key Client Fiduciary Advisors’s Icahn Enterprises IEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
34,333
+1,961
| +6% | +$15.8K | 0.11% | 161 |
|
|
2025
Q1 | $293K | Sell |
32,372
-3,794
| -10% | -$34.4K | 0.13% | 147 |
|
|
2024
Q4 | $314K | Sell |
36,166
-3,440
| -9% | -$29.8K | 0.14% | 143 |
|
|
2024
Q3 | $535K | Sell |
39,606
-129
| -0.3% | -$1.74K | 0.24% | 95 |
|
|
2024
Q2 | $655K | Sell |
39,735
-2,713
| -6% | -$44.7K | 0.33% | 69 |
|
|
2024
Q1 | $722K | Buy |
42,448
+350
| +0.8% | +$5.95K | 0.38% | 61 |
|
|
2023
Q4 | $724K | Buy |
42,098
+2,400
| +6% | +$41.3K | 0.42% | 51 |
|
|
2023
Q3 | $785K | Buy |
39,698
+1,175
| +3% | +$23.2K | 0.48% | 44 |
|
|
2023
Q2 | $1.12M | Buy |
38,523
+21,778
| +130% | +$632K | 0.65% | 38 |
|
|
2023
Q1 | $866K | Buy |
16,745
+12,265
| +274% | +$634K | 0.54% | 40 |
|
|
2022
Q4 | $227K | Buy |
+4,480
| New | +$227K | 0.15% | 135 |
|