Apollon Wealth Management’s SiriusXM SIRI Stock Holding History

Apollon Wealth Management’s Portfolio SIRI Stock Details SIRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,462	Closed	-$126K	–	1168
2024 Q2	$126K	Buy	4,462 +1,014	+29%	+$30.3K	﹤0.01%	1040
2024 Q1	$134K	Sell	3,448 -95	-3%	-$4.52K	﹤0.01%	1051
2023 Q4	$194K	Buy	3,543 +184	+5%	+$8.84K	0.01%	1012
2023 Q3	$152K	Buy	3,359 +967	+40%	+$45K	0.01%	849
2023 Q2	$108K	Buy	2,392 +1,051	+78%	+$39.7K	0.01%	901
2023 Q1	$53.2K	Sell	1,341 -9	-0.7%	-$431	﹤0.01%	843
2022 Q4	$78.9K	Sell	1,350 -81	-6%	-$4.98K	0.01%	819
2022 Q3	$82K	Sell	1,431 -53	-4%	-$3.33K	0.01%	774
2022 Q2	$91K	Buy	1,484 +34	+2%	+$2.11K	0.01%	720
2022 Q1	$96K	Sell	1,450 -1,091	-43%	-$68.7K	0.01%	727
2021 Q4	$161K	Buy	+2,541	New	+$159K	0.01%	726
2020 Q3	–	Sell	-11	Closed	-$1K	–	599
2020 Q2	$1K	Buy	+11	New	+$616	﹤0.01%	714

Other funds holding SIRI

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return