Carson Wealth (CWM LLC)’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
120,436
+67,222
| +126% | +$1.54M | 0.01% | 822 |
|
|
2025
Q1 | $1.2M | Buy |
53,214
+20,884
| +65% | +$471K | ﹤0.01% | 1041 |
|
|
2024
Q4 | $737K | Buy |
32,330
+16,334
| +102% | +$372K | ﹤0.01% | 1226 |
|
|
2024
Q3 | $378K | Buy |
15,996
+6,870
| +75% | +$162K | ﹤0.01% | 1433 |
|
|
2024
Q2 | $258K | Buy |
9,126
+1,208
| +15% | +$34.2K | ﹤0.01% | 1457 |
|
|
2024
Q1 | $307K | Sell |
7,918
-1,521
| -16% | -$59K | ﹤0.01% | 1323 |
|
|
2023
Q4 | $516K | Sell |
9,439
-371
| -4% | -$20.3K | ﹤0.01% | 1051 |
|
|
2023
Q3 | $443K | Sell |
9,810
-504
| -5% | -$22.8K | ﹤0.01% | 1015 |
|
|
2023
Q2 | $467K | Buy |
10,314
+397
| +4% | +$18K | ﹤0.01% | 961 |
|
|
2023
Q1 | $394K | Sell |
9,917
-223
| -2% | -$8.86K | ﹤0.01% | 961 |
|
|
2022
Q4 | $592K | Buy |
10,140
+2,099
| +26% | +$123K | ﹤0.01% | 748 |
|
|
2022
Q3 | $459K | Buy |
8,041
+409
| +5% | +$23.3K | ﹤0.01% | 775 |
|
|
2022
Q2 | $468K | Buy |
7,632
+1,073
| +16% | +$65.8K | ﹤0.01% | 753 |
|
|
2022
Q1 | $434K | Buy |
6,559
+218
| +3% | +$14.4K | ﹤0.01% | 772 |
|
|
2021
Q4 | $403K | Buy |
+6,341
| New | +$403K | ﹤0.01% | 786 |
|
|
2021
Q2 | $381K | Hold |
5,826
| – | – | ﹤0.01% | 726 |
|
|
2021
Q1 | $381K | Hold |
5,826
| – | – | ﹤0.01% | 726 |
|
|
2020
Q4 | $381K | Hold |
5,826
| – | – | ﹤0.01% | 726 |
|
|
2020
Q3 | $381K | Hold |
5,826
| – | – | ﹤0.01% | 726 |
|
|
2020
Q2 | $381K | Hold |
5,826
| – | – | ﹤0.01% | 726 |
|
|
2020
Q1 | $381K | Hold |
5,826
| – | – | ﹤0.01% | 726 |
|
|
2019
Q4 | $381K | Hold |
5,826
| – | – | ﹤0.01% | 726 |
|
|
2019
Q3 | $381K | Hold |
5,826
| – | – | ﹤0.01% | 726 |
|
|
2019
Q2 | $381K | Hold |
5,826
| – | – | ﹤0.01% | 726 |
|
|
2019
Q1 | $381K | Buy |
5,826
+4,930
| +550% | +$322K | ﹤0.01% | 726 |
|
|
2018
Q4 | $51K | Buy |
896
+502
| +127% | +$28.6K | ﹤0.01% | 875 |
|
|
2018
Q3 | $25K | Sell |
394
-292
| -43% | -$18.5K | ﹤0.01% | 903 |
|
|
2018
Q2 | $46K | Sell |
686
-154
| -18% | -$10.3K | ﹤0.01% | 646 |
|
|
2018
Q1 | $52K | Sell |
840
-32,794
| -98% | -$2.03M | ﹤0.01% | 546 |
|
|
2017
Q4 | $1.8M | Sell |
33,634
-5,449
| -14% | -$292K | 0.08% | 180 |
|
|
2017
Q3 | $2.16M | Sell |
39,083
-5,388
| -12% | -$297K | 0.1% | 146 |
|
|
2017
Q2 | $2.43M | Sell |
44,471
-6,407
| -13% | -$351K | 0.12% | 133 |
|
|
2017
Q1 | $2.62M | Sell |
50,878
-40,076
| -44% | -$2.06M | 0.15% | 126 |
|
|
2016
Q4 | $4.05M | Sell |
90,954
-5,844
| -6% | -$260K | 0.25% | 101 |
|
|
2016
Q3 | $4.04M | Sell |
96,798
-9,775
| -9% | -$408K | 0.28% | 103 |
|
|
2016
Q2 | $4.21M | Sell |
106,573
-5,941
| -5% | -$235K | 0.31% | 101 |
|
|
2016
Q1 | $4.44M | Sell |
112,514
-6,573
| -6% | -$260K | 0.39% | 87 |
|
|
2015
Q4 | $4.85M | Sell |
119,087
-14,075
| -11% | -$573K | 0.47% | 73 |
|
|
2015
Q3 | $4.98M | Buy |
133,162
+2,225
| +2% | +$83.2K | 0.5% | 71 |
|
|
2015
Q2 | $4.88M | Buy |
130,937
+8,851
| +7% | +$330K | 0.47% | 87 |
|
|
2015
Q1 | $4.66M | Buy |
122,086
+5,825
| +5% | +$223K | 0.47% | 87 |
|
|
2014
Q4 | $4.07M | Buy |
116,261
+19,043
| +20% | +$666K | 0.49% | 71 |
|
|
2014
Q3 | $3.39M | Sell |
97,218
-10,214
| -10% | -$356K | 0.49% | 68 |
|
|
2014
Q2 | $3.72M | Buy |
107,432
+69,278
| +182% | +$2.4M | 0.67% | 44 |
|
|
2014
Q1 | $1.22M | Buy |
38,154
+11,794
| +45% | +$377K | 0.17% | 89 |
|
|
2013
Q4 | $920K | Buy |
26,360
+26,034
| +7,986% | +$909K | 0.14% | 99 |
|
|
2013
Q3 | $13K | Buy |
+326
| New | +$13K | ﹤0.01% | 303 |
|