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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.1K	Hold	785	–	–	﹤0.01%	515
2025 Q4	$15.7K	Hold	785	–	–	﹤0.01%	511
2025 Q3	$18.3K	Buy	785 +715	+1,021%	+$16.5K	﹤0.01%	490
2025 Q2	$1.61K	Sell	70 -100	-59%	-$2.15K	﹤0.01%	645
2025 Q1	$3.83K	Sell	170 -10	-6%	-$236	﹤0.01%	595
2024 Q4	$4.1K	Hold	180	–	–	﹤0.01%	563
2024 Q3	$4.26K	Buy	180 +100	+125%	+$3.11K	﹤0.01%	583
2024 Q2	$2.26K	Hold	80	–	–	﹤0.01%	617
2024 Q1	$3.1K	Buy	80 +10	+14%	+$476	﹤0.01%	611
2023 Q4	$3.83K	Hold	70	–	–	﹤0.01%	581
2023 Q3	$3.16K	Sell	70 -50	-42%	-$2.32K	﹤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%	425
2022 Q2	$7K	Hold	120	–	–	﹤0.01%	455
2022 Q1	$8K	Hold	120	–	–	﹤0.01%	471
2021 Q4	$8K	Buy	+120	New	+$7.51K	﹤0.01%	451
2014 Q2	–	Sell	-140	Closed	-$4K	–	424
2014 Q1	$4K	Sell	140 -1,000	-88%	-$35.4K	﹤0.01%	365
2013 Q4	$40K	Buy	+1,140	New	+$42.6K	0.03%	214