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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.46M | Buy |
106,688
+65,076
| +156% | +$1.4M | 0.01% | 1113 |
|
|
2025
Q4 | $832K | Sell |
41,612
-77,482
| -65% | -$1.67M | ﹤0.01% | 1608 |
|
|
2025
Q3 | $2.77M | Sell |
119,094
-1,342
| -1% | -$31K | 0.01% | 954 |
|
|
2025
Q2 | $2.77M | Buy |
120,436
+67,222
| +126% | +$1.45M | 0.01% | 822 |
|
|
2025
Q1 | $1.2M | Buy |
53,214
+20,884
| +65% | +$492K | ﹤0.01% | 1041 |
|
|
2024
Q4 | $737K | Buy |
32,330
+16,334
| +102% | +$417K | ﹤0.01% | 1227 |
|
|
2024
Q3 | $378K | Buy |
15,996
+6,870
| +75% | +$213K | ﹤0.01% | 1434 |
|
|
2024
Q2 | $258K | Buy |
9,126
+1,208
| +15% | +$36.1K | ﹤0.01% | 1459 |
|
|
2024
Q1 | $307K | Sell |
7,918
-1,521
| -16% | -$72.3K | ﹤0.01% | 1324 |
|
|
2023
Q4 | $516K | Sell |
9,439
-371
| -4% | -$17.8K | ﹤0.01% | 1052 |
|
|
2023
Q3 | $443K | Sell |
9,810
-504
| -5% | -$23.4K | ﹤0.01% | 1018 |
|
|
2023
Q2 | $467K | Buy |
10,314
+397
| +4% | +$15K | ﹤0.01% | 963 |
|
|
2023
Q1 | $394K | Sell |
9,917
-223
| -2% | -$10.7K | ﹤0.01% | 963 |
|
|
2022
Q4 | $592K | Buy |
10,140
+2,099
| +26% | +$129K | ﹤0.01% | 750 |
|
|
2022
Q3 | $459K | Buy |
8,041
+409
| +5% | +$25.7K | ﹤0.01% | 777 |
|
|
2022
Q2 | $468K | Buy |
7,632
+1,073
| +16% | +$66.6K | ﹤0.01% | 755 |
|
|
2022
Q1 | $434K | Buy |
6,559
+218
| +3% | +$13.7K | ﹤0.01% | 774 |
|
|
2021
Q4 | $403K | Buy |
+6,341
| New | +$397K | ﹤0.01% | 788 |
|
|
2021
Q2 | $381K | Hold |
5,826
| – | – | ﹤0.01% | 728 |
|
|
2021
Q1 | $381K | Hold |
5,826
| – | – | ﹤0.01% | 728 |
|
|
2020
Q4 | $381K | Hold |
5,826
| – | – | ﹤0.01% | 728 |
|
|
2020
Q3 | $381K | Hold |
5,826
| – | – | ﹤0.01% | 728 |
|
|
2020
Q2 | $381K | Hold |
5,826
| – | – | ﹤0.01% | 728 |
|
|
2020
Q1 | $381K | Hold |
5,826
| – | – | ﹤0.01% | 728 |
|
|
2019
Q4 | $381K | Hold |
5,826
| – | – | ﹤0.01% | 728 |
|
|
2019
Q3 | $381K | Hold |
5,826
| – | – | ﹤0.01% | 728 |
|
|
2019
Q2 | $381K | Hold |
5,826
| – | – | ﹤0.01% | 728 |
|
|
2019
Q1 | $381K | Buy |
5,826
+4,930
| +550% | +$294K | ﹤0.01% | 728 |
|
|
2018
Q4 | $51K | Buy |
896
+502
| +127% | +$30.5K | ﹤0.01% | 878 |
|
|
2018
Q3 | $25K | Sell |
394
-292
| -43% | -$20.3K | ﹤0.01% | 905 |
|
|
2018
Q2 | $46K | Sell |
686
-154
| -18% | -$10.4K | ﹤0.01% | 649 |
|
|
2018
Q1 | $52K | Sell |
840
-32,794
| -98% | -$1.97M | ﹤0.01% | 547 |
|
|
2017
Q4 | $1.8M | Sell |
33,634
-5,449
| -14% | -$301K | 0.08% | 180 |
|
|
2017
Q3 | $2.16M | Sell |
39,083
-5,388
| -12% | -$298K | 0.1% | 146 |
|
|
2017
Q2 | $2.43M | Sell |
44,471
-6,407
| -13% | -$327K | 0.12% | 133 |
|
|
2017
Q1 | $2.62M | Sell |
50,878
-40,076
| -44% | -$1.97M | 0.15% | 126 |
|
|
2016
Q4 | $4.05M | Sell |
90,954
-5,844
| -6% | -$254K | 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% | -$233K | 0.31% | 102 |
|
|
2016
Q1 | $4.44M | Sell |
112,514
-6,573
| -6% | -$246K | 0.39% | 87 |
|
|
2015
Q4 | $4.85M | Sell |
119,087
-14,075
| -11% | -$569K | 0.47% | 74 |
|
|
2015
Q3 | $4.98M | Buy |
133,162
+2,225
| +2% | +$85.3K | 0.5% | 72 |
|
|
2015
Q2 | $4.88M | Buy |
130,937
+8,851
| +7% | +$343K | 0.47% | 88 |
|
|
2015
Q1 | $4.66M | Buy |
122,086
+5,825
| +5% | +$219K | 0.47% | 87 |
|
|
2014
Q4 | $4.07M | Buy |
116,261
+19,043
| +20% | +$656K | 0.49% | 72 |
|
|
2014
Q3 | $3.39M | Sell |
97,218
-10,214
| -10% | -$357K | 0.49% | 69 |
|
|
2014
Q2 | $3.72M | Buy |
107,432
+69,278
| +182% | +$2.25M | 0.67% | 44 |
|
|
2014
Q1 | $1.22M | Buy |
38,154
+11,794
| +45% | +$417K | 0.17% | 90 |
|
|
2013
Q4 | $920K | Buy |
26,360
+26,034
| +7,986% | +$973K | 0.14% | 101 |
|
|
2013
Q3 | $13K | Buy |
+326
| New | +$12.1K | ﹤0.01% | 303 |
|
Other funds holding SIRI
VPM
VCM
KCMH
