Blue Bell Private Wealth Management’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.61K Sell
70
-100
-59% -$2.3K ﹤0.01% 645
2025
Q1
$3.83K Sell
170
-10
-6% -$225 ﹤0.01% 595
2024
Q4
$4.1K Hold
180
﹤0.01% 562
2024
Q3
$4.26K Buy
180
+100
+125% +$2.37K ﹤0.01% 583
2024
Q2
$2.26K Hold
80
﹤0.01% 617
2024
Q1
$3.1K Buy
80
+10
+14% +$388 ﹤0.01% 611
2023
Q4
$3.83K Hold
70
﹤0.01% 581
2023
Q3
$3.16K Sell
70
-50
-42% -$2.26K ﹤0.01% 542
2023
Q2
$5.44K Hold
120
﹤0.01% 492
2023
Q1
$4.76K Hold
120
﹤0.01% 467
2022
Q4
$7.01K Hold
120
﹤0.01% 417
2022
Q3
$7K Hold
120
﹤0.01% 421
2022
Q2
$7K Hold
120
﹤0.01% 451
2022
Q1
$8K Hold
120
﹤0.01% 466
2021
Q4
$8K Buy
+120
New +$8K ﹤0.01% 447
2014
Q2
Sell
-140
Closed -$4K 424
2014
Q1
$4K Sell
140
-1,000
-88% -$28.6K ﹤0.01% 365
2013
Q4
$40K Buy
+1,140
New +$40K 0.03% 214