Laird Norton Wetherby Wealth Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,886
| Closed | -$376K | – | 941 |
|
|
2024
Q3 | $376K | Buy |
15,886
+14,770
| +1,323% | +$459K | 0.02% | 655 |
|
|
2024
Q2 | $31.6K | Sell |
1,116
-1,554
| -58% | -$46.4K | ﹤0.01% | 924 |
|
|
2024
Q1 | $104K | Sell |
2,670
-192
| -7% | -$9.13K | ﹤0.01% | 941 |
|
|
2023
Q4 | $157K | Sell |
2,862
-74
| -3% | -$3.56K | 0.01% | 867 |
|
|
2023
Q3 | $133K | Buy |
2,936
+634
| +28% | +$29.5K | 0.01% | 855 |
|
|
2023
Q2 | $104K | Sell |
2,302
-33
| -1% | -$1.25K | 0.01% | 925 |
|
|
2023
Q1 | $92.7K | Buy |
2,335
+231
| +11% | +$11.1K | 0.01% | 895 |
|
|
2022
Q4 | $123K | Buy |
2,104
+58
| +3% | +$3.57K | 0.01% | 839 |
|
|
2022
Q3 | $117K | Buy |
2,046
+561
| +38% | +$35.3K | 0.01% | 842 |
|
|
2022
Q2 | $91K | Buy |
1,485
+182
| +14% | +$11.3K | 0.01% | 875 |
|
|
2022
Q1 | $86K | Sell |
1,303
-644
| -33% | -$40.5K | ﹤0.01% | 907 |
|
|
2021
Q4 | $124K | Buy |
1,947
+370
| +23% | +$23.1K | 0.01% | 898 |
|
|
2021
Q3 | $96K | Sell |
1,577
-2,968
| -65% | -$187K | 0.01% | 911 |
|
|
2021
Q2 | $297K | Sell |
4,545
-24
| -0.5% | -$1.5K | 0.02% | 722 |
|
|
2021
Q1 | $278K | Sell |
4,569
-1,162
| -20% | -$70.8K | 0.02% | 629 |
|
|
2020
Q4 | $365K | Buy |
5,731
+673
| +13% | +$41.3K | 0.02% | 580 |
|
|
2020
Q3 | $271K | Buy |
5,058
+739
| +17% | +$42.4K | 0.02% | 551 |
|
|
2020
Q2 | $254K | Sell |
4,319
-1,218
| -22% | -$68.3K | 0.02% | 575 |
|
|
2020
Q1 | $274K | Buy |
5,537
+451
| +9% | +$29.5K | 0.03% | 475 |
|
|
2019
Q4 | $363K | Sell |
5,086
-691
| -12% | -$46.6K | 0.04% | 485 |
|
|
2019
Q3 | $362K | Buy |
5,777
+538
| +10% | +$33.1K | 0.04% | 495 |
|
|
2019
Q2 | $292K | Buy |
5,239
+474
| +10% | +$27K | 0.03% | 548 |
|
|
2019
Q1 | $270K | Buy |
4,765
+2,838
| +147% | +$169K | 0.03% | 543 |
|
|
2018
Q4 | $111K | Buy |
1,927
+317
| +20% | +$19.3K | 0.02% | 614 |
|
|
2018
Q3 | $102K | Sell |
1,610
-1,531
| -49% | -$107K | 0.01% | 656 |
|
|
2018
Q2 | $213K | Sell |
3,141
-790
| -20% | -$53.4K | 0.03% | 585 |
|
|
2018
Q1 | $246K | Buy |
3,931
+2,459
| +167% | +$148K | 0.03% | 536 |
|
|
2017
Q4 | $79K | Sell |
1,472
-2,501
| -63% | -$138K | 0.01% | 639 |
|
|
2017
Q3 | $219K | Sell |
3,973
-526
| -12% | -$29.1K | 0.03% | 537 |
|
|
2017
Q2 | $246K | Buy |
4,499
+71
| +2% | +$3.63K | 0.04% | 481 |
|
|
2017
Q1 | $228K | Sell |
4,428
-963
| -18% | -$47.3K | 0.04% | 492 |
|
|
2016
Q4 | $240K | Buy |
5,391
+7
| +0.1% | +$305 | 0.05% | 461 |
|
|
2016
Q3 | $224K | Buy |
5,384
+3,949
| +275% | +$165K | 0.05% | 469 |
|
|
2016
Q2 | $57K | Buy |
1,435
+37
| +3% | +$1.45K | 0.01% | 505 |
|
|
2016
Q1 | $55K | Sell |
1,398
-206
| -13% | -$7.7K | 0.01% | 481 |
|
|
2015
Q4 | $65K | Buy |
1,604
+77
| +5% | +$3.11K | 0.02% | 457 |
|
|
2015
Q3 | $58K | Buy |
1,527
+291
| +24% | +$11.2K | 0.01% | 449 |
|
|
2015
Q2 | $47K | Buy |
1,236
+106
| +9% | +$4.11K | 0.01% | 479 |
|
|
2015
Q1 | $43K | Buy |
1,130
+40
| +4% | +$1.5K | 0.01% | 465 |
|
|
2014
Q4 | $38K | Buy |
+1,090
| New | +$37.5K | 0.01% | 453 |
|
Other funds holding SIRI
FP
IC
SCM