PDM
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Penn Davis McFarland’s SiriusXM SIRI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15M Sell
651,898
-7,169
-1% -$165K 1.69% 20
2025
Q1
$14.9M Sell
659,067
-5,770
-0.9% -$130K 1.76% 21
2024
Q4
$15.2M Sell
664,837
-15,709
-2% -$358K 1.65% 22
2024
Q3
$16.1M Buy
+680,546
New +$16.1M 1.81% 22