Waldron Private Wealth’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $554K | Hold |
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|
2025
Q2 | $546K | Hold |
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|
2025
Q1 | $536K | Sell |
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|
2024
Q4 | $554K | Sell |
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|
2024
Q3 | $588K | Buy |
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|
2024
Q2 | $167K | Sell |
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|
2024
Q1 | $247K | Sell |
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $312K | Buy |
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|
2023
Q2 | $313K | Buy |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $355K | Hold |
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|
2022
Q3 | $355K | Sell |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | $390K | Sell |
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|
2021
Q3 | $386K | Buy |
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|
2021
Q2 | $414K | Hold |
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|
2021
Q1 | $385K | Hold |
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|
2020
Q4 | $403K | Hold |
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|
2020
Q3 | $339K | Sell |
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|
2020
Q2 | $558K | Buy |
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|
2020
Q1 | $469K | Buy |
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|
2019
Q4 | $662K | Buy |
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|
2019
Q3 | $407K | Buy |
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|
2019
Q2 | $223K | Buy |
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|
2019
Q1 | $226K | Buy |
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|
2018
Q4 | $227K | Buy |
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|
2018
Q3 | $251K | Buy |
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|
2018
Q2 | $269K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $55K | Buy |
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