J.P. Morgan Private Wealth Advisors’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,154
| Closed | -$279K | – | 1784 |
|
|
2023
Q2 | $279K | Sell |
6,154
-4,186
| -40% | -$190K | ﹤0.01% | 1266 |
|
|
2023
Q1 | $410K | Sell |
10,340
-124
| -1% | -$4.92K | ﹤0.01% | 1551 |
|
|
2022
Q4 | $611K | Sell |
10,464
-320
| -3% | -$18.7K | ﹤0.01% | 1385 |
|
|
2022
Q3 | $616K | Sell |
10,784
-149
| -1% | -$8.51K | ﹤0.01% | 1369 |
|
|
2022
Q2 | $670K | Sell |
10,933
-359
| -3% | -$22K | ﹤0.01% | 1324 |
|
|
2022
Q1 | $748K | Buy |
11,292
+560
| +5% | +$37.1K | ﹤0.01% | 1346 |
|
|
2021
Q4 | $681K | Sell |
10,732
-2,880
| -21% | -$183K | ﹤0.01% | 1422 |
|
|
2021
Q3 | $830K | Buy |
13,612
+19
| +0.1% | +$1.16K | ﹤0.01% | 1296 |
|
|
2021
Q2 | $889K | Buy |
13,593
+436
| +3% | +$28.5K | ﹤0.01% | 1251 |
|
|
2021
Q1 | $801K | Sell |
13,157
-121
| -0.9% | -$7.37K | ﹤0.01% | 1137 |
|
|
2020
Q4 | $846K | Buy |
13,278
+1,469
| +12% | +$93.6K | ﹤0.01% | 1072 |
|
|
2020
Q3 | $633K | Sell |
11,809
-3
| -0% | -$161 | ﹤0.01% | 1061 |
|
|
2020
Q2 | $693K | Sell |
11,812
-190
| -2% | -$11.1K | ﹤0.01% | 943 |
|
|
2020
Q1 | $593K | Sell |
12,002
-59
| -0.5% | -$2.92K | ﹤0.01% | 874 |
|
|
2019
Q4 | $862K | Buy |
12,061
+82
| +0.7% | +$5.86K | ﹤0.01% | 855 |
|
|
2019
Q3 | $749K | Buy |
11,979
+4,166
| +53% | +$260K | ﹤0.01% | 860 |
|
|
2019
Q2 | $436K | Sell |
7,813
-2,320
| -23% | -$129K | ﹤0.01% | 1036 |
|
|
2019
Q1 | $575K | Buy |
10,133
+3,242
| +47% | +$184K | ﹤0.01% | 977 |
|
|
2018
Q4 | $393K | Sell |
6,891
-55
| -0.8% | -$3.14K | ﹤0.01% | 1052 |
|
|
2018
Q3 | $439K | Sell |
6,946
-164
| -2% | -$10.4K | ﹤0.01% | 1117 |
|
|
2018
Q2 | $481K | Sell |
7,110
-2,024
| -22% | -$137K | ﹤0.01% | 1021 |
|
|
2018
Q1 | $570K | Sell |
9,134
-443
| -5% | -$27.6K | ﹤0.01% | 826 |
|
|
2017
Q4 | $514K | Sell |
9,577
-866
| -8% | -$46.5K | ﹤0.01% | 860 |
|
|
2017
Q3 | $577K | Sell |
10,443
-83
| -0.8% | -$4.59K | ﹤0.01% | 796 |
|
|
2017
Q2 | $575K | Sell |
10,526
-13,428
| -56% | -$734K | ﹤0.01% | 793 |
|
|
2017
Q1 | $1.23M | Sell |
23,954
-1,847
| -7% | -$95.1K | 0.01% | 580 |
|
|
2016
Q4 | $1.15M | Sell |
25,801
-739
| -3% | -$32.9K | 0.01% | 566 |
|
|
2016
Q3 | $1.11M | Buy |
26,540
+14,393
| +118% | +$600K | 0.01% | 567 |
|
|
2016
Q2 | $479K | Sell |
12,147
-53,212
| -81% | -$2.1M | ﹤0.01% | 794 |
|
|
2016
Q1 | $2.58M | Buy |
65,359
+27,129
| +71% | +$1.07M | 0.02% | 351 |
|
|
2015
Q4 | $1.56M | Buy |
38,230
+132
| +0.3% | +$5.37K | 0.02% | 426 |
|
|
2015
Q3 | $1.43M | Buy |
38,098
+908
| +2% | +$34K | 0.02% | 394 |
|
|
2015
Q2 | $1.39M | Buy |
37,190
+6,036
| +19% | +$225K | 0.02% | 432 |
|
|
2015
Q1 | $1.19M | Sell |
31,154
-270
| -0.9% | -$10.3K | 0.01% | 480 |
|
|
2014
Q4 | $1.1M | Buy |
31,424
+2,015
| +7% | +$70.5K | 0.01% | 512 |
|
|
2014
Q3 | $1.03M | Buy |
29,409
+26,671
| +974% | +$930K | 0.01% | 507 |
|
|
2014
Q2 | $95K | Sell |
2,738
-448
| -14% | -$15.5K | ﹤0.01% | 866 |
|
|
2014
Q1 | $102K | Buy |
3,186
+490
| +18% | +$15.7K | ﹤0.01% | 849 |
|
|
2013
Q4 | $94K | Sell |
2,696
-960
| -26% | -$33.5K | ﹤0.01% | 641 |
|
|
2013
Q3 | $142K | Buy |
3,656
+34
| +0.9% | +$1.32K | ﹤0.01% | 612 |
|
|
2013
Q2 | $121K | Buy |
+3,622
| New | +$121K | ﹤0.01% | 599 |
|