Key Client Fiduciary 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
Q3
$294K Buy
2025
Q2
$276K Buy
2025
Q1
$293K Sell
2024
Q4
$314K Sell
2024
Q3
$535K Sell
2024
Q2
$655K Sell
2024
Q1
$722K Buy
2023
Q4
$724K Buy
2023
Q3
$785K Buy
2023
Q2
$1.12M Buy
2023
Q1
$866K Buy
2022
Q4
$227K Buy