Summit Securities Group’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.5K | Buy |
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|
2025
Q1 | $93.3K | Buy |
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|
2024
Q4 | $31K | Sell |
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|
2024
Q3 | $102K | Buy |
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|
2024
Q2 | $69K | Sell |
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|
2024
Q1 | $105K | Buy |
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|
2023
Q4 | $90K | Sell |
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|
2023
Q3 | $117K | Buy |
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|
2023
Q2 | $20K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4K | Buy |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $10K | Buy |
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|
2021
Q4 | – | Hold |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $99K | Buy |
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|
2014
Q4 | – | Hold |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $50K | Sell |
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|
2014
Q1 | $154K | Buy |
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|
2013
Q4 | $11K | Buy |
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