Atria Wealth Solutions’s Samsara IOT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,097
Closed -$464K 1689
2025
Q1
$464K Sell
12,097
-1,251
-9% -$48K 0.01% 1231
2024
Q4
$583K Buy
13,348
+1,818
+16% +$79.4K 0.01% 1179
2024
Q3
$555K Sell
11,530
-1,034
-8% -$49.8K 0.01% 1191
2024
Q2
$423K Sell
12,564
-105
-0.8% -$3.54K ﹤0.01% 1304
2024
Q1
$479K Buy
12,669
+2,246
+22% +$84.9K 0.01% 1285
2023
Q4
$348K Buy
+10,423
New +$348K ﹤0.01% 1389