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Cassaday & Co Wealth Management LLC → SIRI
Cassaday & Co Wealth Management LLC SIRI Position History
Sirius XM Holdings Inc. • Transportation & Utilities
Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$1.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $979K |
| Q4 2025 | $841K |
| Q1 2026 | $970K |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 42.0K | — | — |
| Q2 2026 | $1.2M | 42.0K | — | — |
| Q1 2026 | $970K | 42.0K | — | — |
| Q4 2025 | $841K | 42.0K | — | — |
| Q3 2025 | $979K | 42.0K | — | — |