Avantax Advisory Services’s Samsara IOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Buy |
10,711
+1,397
| +15% | +$55.6K | ﹤0.01% | 1683 |
|
|
2025
Q1 | $357K | Buy |
+9,314
| New | +$357K | ﹤0.01% | 1713 |
|
|
2024
Q1 | – | Sell |
-8,282
| Closed | -$276K | – | 1690 |
|
|
2023
Q4 | $276K | Sell |
8,282
-3,718
| -31% | -$124K | ﹤0.01% | 1281 |
|
|
2023
Q3 | $303K | Sell |
12,000
-4,375
| -27% | -$110K | ﹤0.01% | 1196 |
|
|
2023
Q2 | $454K | Sell |
16,375
-2,225
| -12% | -$61.7K | 0.01% | 978 |
|
|
2023
Q1 | $367K | Sell |
18,600
-2,200
| -11% | -$43.4K | ﹤0.01% | 1042 |
|
|
2022
Q4 | $259K | Hold |
20,800
| – | – | ﹤0.01% | 1181 |
|
|
2022
Q3 | $251K | Buy |
+20,800
| New | +$251K | ﹤0.01% | 1082 |
|