Western 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 | – | Sell |
-42,957
| Closed | -$389K | – | 734 |
|
|
2025
Q1 | $389K | Sell |
42,957
-1,213
| -3% | -$11K | 0.03% | 447 |
|
|
2024
Q4 | $383K | Buy |
44,170
+1,625
| +4% | +$14.1K | 0.03% | 444 |
|
|
2024
Q3 | $575K | Buy |
42,545
+4,031
| +10% | +$54.5K | 0.03% | 426 |
|
|
2024
Q2 | $635K | Buy |
38,514
+3,650
| +10% | +$60.2K | 0.05% | 308 |
|
|
2024
Q1 | $593K | Buy |
34,864
+1,700
| +5% | +$28.9K | 0.05% | 325 |
|
|
2023
Q4 | $570K | Buy |
33,164
+5,586
| +20% | +$96K | 0.04% | 376 |
|
|
2023
Q3 | $545K | Buy |
27,578
+12,317
| +81% | +$244K | 0.05% | 370 |
|
|
2023
Q2 | $443K | Buy |
15,261
+9,177
| +151% | +$266K | 0.04% | 404 |
|
|
2023
Q1 | $315K | Hold |
6,084
| – | – | 0.03% | 484 |
|
|
2022
Q4 | $308K | Sell |
6,084
-1,990
| -25% | -$101K | 0.03% | 454 |
|
|
2022
Q3 | $401K | Buy |
8,074
+900
| +13% | +$44.7K | 0.02% | 558 |
|
|
2022
Q2 | $345K | Buy |
7,174
+312
| +5% | +$15K | 0.02% | 570 |
|
|
2022
Q1 | $356K | Buy |
+6,862
| New | +$356K | 0.02% | 619 |
|