Pacific Capital Wealth 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
Q1 | – | Sell |
-5,000
| Closed | -$43.4K | – | 213 |
|
|
2024
Q4 | $43.4K | Hold |
5,000
| – | – | 0.01% | 161 |
|
|
2024
Q3 | $67.6K | Hold |
5,000
| – | – | 0.01% | 139 |
|
|
2024
Q2 | $82.4K | Hold |
5,000
| – | – | 0.02% | 118 |
|
|
2024
Q1 | $85.1K | Hold |
5,000
| – | – | 0.02% | 100 |
|
|
2023
Q4 | $86K | Buy |
+5,000
| New | +$86K | 0.02% | 104 |
|