Axxcess Wealth Management’s SiriusXM SIRI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$544K Buy
23,682
+280
+1% +$6.43K 0.01% 568
2025
Q1
$528K Buy
23,402
+3,248
+16% +$73.2K 0.01% 536
2024
Q4
$460K Sell
20,154
-72
-0.4% -$1.64K 0.01% 561
2024
Q3
$478K Buy
20,226
+10,154
+101% +$240K 0.01% 560
2024
Q2
$285K Buy
10,072
+6,292
+166% +$178K 0.01% 664
2024
Q1
$147K Buy
3,780
+30
+0.8% +$1.16K ﹤0.01% 836
2023
Q4
$205K Buy
+3,750
New +$205K 0.01% 777