United Advisor Group’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 | $240K | Buy |
29,849
+1,483
| +5% | +$11.9K | 0.04% | 352 |
|
|
2025
Q1 | $257K | Sell |
28,366
-574
| -2% | -$5.2K | 0.05% | 299 |
|
|
2024
Q4 | $251K | Buy |
28,940
+10
| +0% | +$87 | 0.05% | 318 |
|
|
2024
Q3 | $391K | Buy |
28,930
+2,079
| +8% | +$28.1K | 0.09% | 228 |
|
|
2024
Q2 | $443K | Buy |
26,851
+2,012
| +8% | +$33.2K | 0.14% | 148 |
|
|
2024
Q1 | $423K | Buy |
+24,839
| New | +$423K | 0.16% | 134 |
|