Carson Wealth (CWM LLC)’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.77M | Sell |
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|
2025
Q2 | $2.77M | Buy |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $737K | Buy |
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|
2024
Q3 | $378K | Buy |
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|
2024
Q2 | $258K | Buy |
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|
2024
Q1 | $307K | Sell |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $443K | Sell |
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|
2023
Q2 | $467K | Buy |
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|
2023
Q1 | $394K | Sell |
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|
2022
Q4 | $592K | Buy |
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|
2022
Q3 | $459K | Buy |
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|
2022
Q2 | $468K | Buy |
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|
2022
Q1 | $434K | Buy |
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|
2021
Q4 | $403K | Buy |
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|
2021
Q2 | $381K | Hold |
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|
2021
Q1 | $381K | Hold |
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|
2020
Q4 | $381K | Hold |
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|
2020
Q3 | $381K | Hold |
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|
2020
Q2 | $381K | Hold |
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|
2020
Q1 | $381K | Hold |
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|
2019
Q4 | $381K | Hold |
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|
2019
Q3 | $381K | Hold |
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|
2019
Q2 | $381K | Hold |
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|
2019
Q1 | $381K | Buy |
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|
2018
Q4 | $51K | Buy |
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|
2018
Q3 | $25K | Sell |
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|
2018
Q2 | $46K | Sell |
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|
2018
Q1 | $52K | Sell |
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|
2017
Q4 | $1.8M | Sell |
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|
2017
Q3 | $2.16M | Sell |
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|
2017
Q2 | $2.43M | Sell |
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|
2017
Q1 | $2.62M | Sell |
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|
2016
Q4 | $4.05M | Sell |
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|
2016
Q3 | $4.04M | Sell |
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|
2016
Q2 | $4.21M | Sell |
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|
2016
Q1 | $4.44M | Sell |
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|
2015
Q4 | $4.85M | Sell |
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|
2015
Q3 | $4.98M | Buy |
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|
2015
Q2 | $4.88M | Buy |
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|
2015
Q1 | $4.66M | Buy |
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|
2014
Q4 | $4.07M | Buy |
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|
2014
Q3 | $3.39M | Sell |
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|
2014
Q2 | $3.72M | Buy |
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|
2014
Q1 | $1.22M | Buy |
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|
2013
Q4 | $920K | Buy |
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|
2013
Q3 | $13K | Buy |
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