EWM
Evermay Wealth Management’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84K | Hold |
80
| – | – | ﹤0.01% | 507 |
|
|
2025
Q1 | $1.8K | Hold |
80
| – | – | ﹤0.01% | 518 |
|
|
2024
Q4 | $1.82K | Hold |
80
| – | – | ﹤0.01% | 517 |
|
|
2024
Q3 | $1.89K | Sell |
80
-720
| -90% | -$17K | ﹤0.01% | 548 |
|
|
2024
Q2 | $2.26K | Hold |
800
| – | – | ﹤0.01% | 537 |
|
|
2024
Q1 | $3.1K | Hold |
800
| – | – | ﹤0.01% | 517 |
|
|
2023
Q4 | $4.38K | Hold |
800
| – | – | ﹤0.01% | 487 |
|
|
2023
Q3 | $3.62K | Hold |
800
| – | – | ﹤0.01% | 481 |
|
|
2023
Q2 | $3.62K | Sell |
800
-845
| -51% | -$3.83K | ﹤0.01% | 471 |
|
|
2023
Q1 | $6.53K | Hold |
1,645
| – | – | ﹤0.01% | 444 |
|
|
2022
Q4 | $9.61K | Hold |
1,645
| – | – | ﹤0.01% | 418 |
|
|
2022
Q3 | $9K | Buy |
1,645
+45
| +3% | +$246 | ﹤0.01% | 411 |
|
|
2022
Q2 | $10K | Hold |
1,600
| – | – | ﹤0.01% | 400 |
|
|
2022
Q1 | $11K | Hold |
1,600
| – | – | ﹤0.01% | 417 |
|
|
2021
Q4 | $10K | Hold |
1,600
| – | – | ﹤0.01% | 409 |
|
|
2021
Q3 | $10K | Sell |
1,600
-144
| -8% | -$900 | ﹤0.01% | 385 |
|
|
2021
Q2 | $11K | Buy |
+1,744
| New | +$11K | ﹤0.01% | 405 |
|