Palumbo 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
Q3
Sell
-1,119
Closed -$31.7K 167
2024
Q2
$31.7K Sell
1,119
-14
-1% -$396 0.01% 149
2024
Q1
$44K Buy
1,133
+6
+0.5% +$233 0.02% 137
2023
Q4
$61.6K Buy
1,127
+6
+0.5% +$328 0.03% 119
2023
Q3
$50.7K Buy
1,121
+7
+0.6% +$316 0.03% 116
2023
Q2
$50.5K Buy
1,114
+7
+0.6% +$317 0.03% 104
2023
Q1
$43.9K Sell
1,107
-15
-1% -$595 0.03% 91
2022
Q4
$65.5K Sell
1,122
-27
-2% -$1.58K 0.05% 81
2022
Q3
$66K Buy
1,149
+4
+0.3% +$230 0.06% 77
2022
Q2
$70K Buy
1,145
+4
+0.4% +$245 0.06% 80
2022
Q1
$76K Buy
1,141
+47
+4% +$3.13K 0.05% 86
2021
Q4
$69K Sell
1,094
-631
-37% -$39.8K 0.04% 89
2021
Q3
$105K Sell
1,725
-9,036
-84% -$550K 0.07% 96
2021
Q2
$704K Sell
10,761
-100
-0.9% -$6.54K 0.47% 56
2021
Q1
$661K Buy
10,861
+2
+0% +$122 0.5% 53
2020
Q4
$692K Buy
+10,859
New +$692K 0.56% 38