BCWM
Bartlett & Co Wealth Management’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Hold |
35,508
| – | – | 0.01% | 276 |
|
|
2025
Q1 | $801K | Buy |
35,508
+50
| +0.1% | +$1.13K | 0.01% | 275 |
|
|
2024
Q4 | $808K | Sell |
35,458
-152
| -0.4% | -$3.47K | 0.01% | 278 |
|
|
2024
Q3 | $842K | Buy |
35,610
+33,918
| +2,005% | +$802K | 0.01% | 276 |
|
|
2024
Q2 | $4.79K | Hold |
1,692
| – | – | ﹤0.01% | 988 |
|
|
2024
Q1 | $6.57K | Hold |
1,692
| – | – | ﹤0.01% | 951 |
|
|
2023
Q4 | $9.36K | Hold |
1,692
| – | – | ﹤0.01% | 1013 |
|
|
2023
Q3 | $7.65K | Sell |
1,692
-1,200
| -41% | -$5.42K | ﹤0.01% | 958 |
|
|
2023
Q2 | $13.1K | Hold |
2,892
| – | – | ﹤0.01% | 892 |
|
|
2023
Q1 | $11.5K | Hold |
2,892
| – | – | ﹤0.01% | 801 |
|
|
2022
Q4 | $16.9K | Hold |
2,892
| – | – | ﹤0.01% | 748 |
|
|
2022
Q3 | $16.5K | Hold |
2,892
| – | – | ﹤0.01% | 734 |
|
|
2022
Q2 | $17.7K | Hold |
2,892
| – | – | ﹤0.01% | 755 |
|
|
2022
Q1 | $19.1K | Buy |
+2,892
| New | +$19.1K | ﹤0.01% | 738 |
|
|
2021
Q4 | – | Sell |
-360
| Closed | -$2.2K | – | 797 |
|
|
2021
Q3 | $2.2K | Sell |
360
-4,600
| -93% | -$28.1K | ﹤0.01% | 860 |
|
|
2021
Q2 | $32.4K | Hold |
4,960
| – | – | ﹤0.01% | 571 |
|
|
2021
Q1 | $30.2K | Hold |
4,960
| – | – | ﹤0.01% | 615 |
|
|
2020
Q4 | $31.6K | Hold |
4,960
| – | – | ﹤0.01% | 603 |
|
|
2020
Q3 | $26.6K | Hold |
4,960
| – | – | ﹤0.01% | 584 |
|
|
2020
Q2 | $29.1K | Hold |
4,960
| – | – | ﹤0.01% | 564 |
|
|
2020
Q1 | $24.5K | Hold |
4,960
| – | – | ﹤0.01% | 558 |
|
|
2019
Q4 | $35.5K | Hold |
4,960
| – | – | ﹤0.01% | 583 |
|
|
2019
Q3 | $31K | Buy |
+4,960
| New | +$31K | ﹤0.01% | 600 |
|