Congress 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	$5.27M	Buy	229,406 +115,320	+101%	+$2.65M	0.05%	371
2025 Q1	$2.57M	Buy	114,086 +57,330	+101%	+$1.29M	0.03%	444
2024 Q4	$1.29M	Buy	+56,756	New	+$1.29M	0.02%	480