Mercer Global Advisors’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 | – | Sell |
-10,839
| Closed | -$98.2K | – | 2282 |
|
|
2025
Q1 | $98.2K | Sell |
10,839
-1,315
| -11% | -$11.9K | ﹤0.01% | 2055 |
|
|
2024
Q4 | $105K | Buy |
+12,154
| New | +$105K | ﹤0.01% | 2039 |
|
|
2023
Q2 | – | Sell |
-4,692
| Closed | -$243K | – | 1978 |
|
|
2023
Q1 | $243K | Buy |
4,692
+530
| +13% | +$27.4K | ﹤0.01% | 1628 |
|
|
2022
Q4 | $211K | Buy |
+4,162
| New | +$211K | ﹤0.01% | 1685 |
|
|
2020
Q1 | – | Sell |
-12,288
| Closed | -$756K | – | 1170 |
|
|
2019
Q4 | $756K | Buy |
+12,288
| New | +$756K | 0.02% | 597 |
|