Spire 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 | $44.2K | Sell |
5,497
-3
| -0.1% | -$24 | ﹤0.01% | 1249 |
|
|
2025
Q1 | $49.8K | Buy |
5,500
+2,000
| +57% | +$18.1K | ﹤0.01% | 1283 |
|
|
2024
Q4 | $30.3K | Sell |
3,500
-6,500
| -65% | -$56.4K | ﹤0.01% | 1472 |
|
|
2024
Q3 | $135K | Buy |
10,000
+2,250
| +29% | +$30.4K | ﹤0.01% | 832 |
|
|
2024
Q2 | $128K | Buy |
7,750
+5,750
| +288% | +$94.8K | ﹤0.01% | 833 |
|
|
2024
Q1 | $34K | Buy |
2,000
+1,000
| +100% | +$17K | ﹤0.01% | 1344 |
|
|
2023
Q4 | $17.5K | Hold |
1,000
| – | – | ﹤0.01% | 1582 |
|
|
2023
Q3 | $19.8K | Buy |
+1,000
| New | +$19.8K | ﹤0.01% | 1506 |
|
|
2022
Q3 | – | Sell |
-2,478
| Closed | -$119K | – | 2376 |
|
|
2022
Q2 | $119K | Sell |
2,478
-2,622
| -51% | -$126K | ﹤0.01% | 973 |
|
|
2022
Q1 | $265K | Buy |
5,100
+1,990
| +64% | +$103K | 0.01% | 772 |
|
|
2021
Q4 | $154K | Buy |
3,110
+119
| +4% | +$5.89K | ﹤0.01% | 1218 |
|
|
2021
Q3 | $149K | Buy |
2,991
+114
| +4% | +$5.68K | ﹤0.01% | 1033 |
|
|
2021
Q2 | $158K | Buy |
2,877
+190
| +7% | +$10.4K | ﹤0.01% | 1016 |
|
|
2021
Q1 | $147K | Buy |
+2,687
| New | +$147K | ﹤0.01% | 1203 |
|