Horizon Wealth Management’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,017
Closed -$39.4K 93
2024
Q1
$39.4K Buy
1,017
+6
+0.6% +$233 0.01% 86
2023
Q4
$55.3K Buy
1,011
+5
+0.5% +$273 0.02% 80
2023
Q3
$45.4K Sell
1,006
-1,187
-54% -$53.6K 0.02% 76
2023
Q2
$99.3K Buy
2,193
+15
+0.7% +$680 0.04% 80
2023
Q1
$86.5K Buy
2,178
+12
+0.6% +$476 0.06% 75
2022
Q4
$127K Buy
2,166
+8
+0.4% +$467 0.1% 67
2022
Q3
$123K Sell
2,158
-43
-2% -$2.45K 0.09% 67
2022
Q2
$135K Buy
2,201
+8
+0.4% +$491 0.06% 107
2022
Q1
$145K Buy
2,193
+91
+4% +$6.02K 0.05% 107
2021
Q4
$133K Buy
+2,102
New +$133K 0.04% 106