Plante Moran Financial 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	$24	Hold	3	–	–	﹤0.01%	768
2025 Q1	$27	Hold	3	–	–	﹤0.01%	787
2024 Q4	$26	Hold	3	–	–	﹤0.01%	897
2024 Q3	$41	Hold	3	–	–	﹤0.01%	865
2024 Q2	$49	Hold	3	–	–	﹤0.01%	775
2024 Q1	$51	Hold	3	–	–	﹤0.01%	832
2023 Q4	$52	Hold	3	–	–	﹤0.01%	806
2023 Q3	$59	Hold	3	–	–	﹤0.01%	749
2023 Q2	$87	Hold	3	–	–	﹤0.01%	771
2023 Q1	$155	Hold	3	–	–	﹤0.01%	765
2022 Q4	$152	Hold	3	–	–	﹤0.01%	820
2022 Q3	$0	Hold	3	–	–	﹤0.01%	958
2022 Q2	$0	Hold	3	–	–	﹤0.01%	1012
2022 Q1	$0	Hold	3	–	–	﹤0.01%	902
2021 Q4	$0	Hold	3	–	–	﹤0.01%	1055
2021 Q3	$0	Buy	+3	New	–	﹤0.01%	969
2019 Q4	–	Sell	-109	Closed	-$7K	–	814
2019 Q3	$7K	Hold	109	–	–	﹤0.01%	645
2019 Q2	$8K	Hold	109	–	–	﹤0.01%	589
2019 Q1	$8K	Hold	109	–	–	﹤0.01%	570
2018 Q4	$6K	Hold	109	–	–	﹤0.01%	570
2018 Q3	$8K	Hold	109	–	–	﹤0.01%	520
2018 Q2	$8K	Hold	109	–	–	﹤0.01%	567
2018 Q1	$6K	Hold	109	–	–	﹤0.01%	689
2017 Q4	$6K	Hold	109	–	–	﹤0.01%	677
2017 Q3	$6K	Hold	109	–	–	﹤0.01%	627
2017 Q2	$6K	Hold	109	–	–	﹤0.01%	638
2017 Q1	$6K	Buy	109 +8	+8%	+$440	﹤0.01%	677
2016 Q4	$6K	Hold	101	–	–	﹤0.01%	674
2016 Q3	$5K	Hold	101	–	–	﹤0.01%	695
2016 Q2	$5K	Hold	101	–	–	﹤0.01%	634
2016 Q1	$6K	Hold	101	–	–	﹤0.01%	553
2015 Q4	$6K	Hold	101	–	–	﹤0.01%	679
2015 Q3	$7K	Hold	101	–	–	0.01%	527
2015 Q2	$9K	Hold	101	–	–	0.01%	540
2015 Q1	$9K	Hold	101	–	–	0.01%	528
2014 Q4	$9K	Hold	101	–	–	0.01%	561
2014 Q3	$11K	Hold	101	–	–	0.01%	513
2014 Q2	$10K	Hold	101	–	–	0.01%	535
2014 Q1	$10K	Buy	+101	New	+$10K	0.01%	365