Meridian Wealth Management’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 | $192K | Buy |
23,888
+2,717
| +13% | +$21.9K | 0.01% | 648 |
|
|
2025
Q1 | $192K | Hold |
21,171
| – | – | 0.01% | 600 |
|
|
2024
Q4 | $184K | Buy |
21,171
+1,026
| +5% | +$8.9K | 0.01% | 606 |
|
|
2024
Q3 | $272K | Buy |
+20,145
| New | +$272K | 0.01% | 541 |
|
|
2019
Q3 | – | Sell |
-1,004
| Closed | -$727 | – | 321 |
|
|
2019
Q2 | $727 | Buy |
+1,004
| New | +$727 | 0.03% | 315 |
|