Ferguson Wellman Capital Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,358
| Closed | -$38.4K | – | 365 |
|
|
2024
Q2 | $38.4K | Hold |
1,358
| – | – | ﹤0.01% | 351 |
|
|
2024
Q1 | $52.7K | Sell |
1,358
-102
| -7% | -$3.96K | ﹤0.01% | 364 |
|
|
2023
Q4 | $79.9K | Sell |
1,460
-233
| -14% | -$12.7K | ﹤0.01% | 358 |
|
|
2023
Q3 | $76.5K | Hold |
1,693
| – | – | ﹤0.01% | 345 |
|
|
2023
Q2 | $76.7K | Sell |
1,693
-375
| -18% | -$17K | ﹤0.01% | 358 |
|
|
2023
Q1 | $82.1K | Hold |
2,068
| – | – | ﹤0.01% | 344 |
|
|
2022
Q4 | $121K | Hold |
2,068
| – | – | ﹤0.01% | 334 |
|
|
2022
Q3 | $118K | Hold |
2,068
| – | – | ﹤0.01% | 292 |
|
|
2022
Q2 | $127K | Buy |
2,068
+134
| +7% | +$8.23K | ﹤0.01% | 302 |
|
|
2022
Q1 | $128K | Sell |
1,934
-146
| -7% | -$9.66K | ﹤0.01% | 337 |
|
|
2021
Q4 | $132K | Hold |
2,080
| – | – | ﹤0.01% | 335 |
|
|
2021
Q3 | $127K | Hold |
2,080
| – | – | ﹤0.01% | 335 |
|
|
2021
Q2 | $136K | Buy |
2,080
+990
| +91% | +$64.7K | ﹤0.01% | 341 |
|
|
2021
Q1 | $66K | Buy |
+1,090
| New | +$66K | ﹤0.01% | 322 |
|