Capstone Wealth Management Group (Pennsylvania)’s Samsara IOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,430
| Closed | -$821K | – | 61 |
|
|
2025
Q1 | $821K | Sell |
21,430
-10,120
| -32% | -$388K | 0.47% | 43 |
|
|
2024
Q4 | $1.38M | Buy |
31,550
+4,890
| +18% | +$214K | 0.74% | 31 |
|
|
2024
Q3 | $1.28M | Buy |
26,660
+610
| +2% | +$29.4K | 0.76% | 32 |
|
|
2024
Q2 | $878K | Buy |
26,050
+3,870
| +17% | +$130K | 0.57% | 42 |
|
|
2024
Q1 | $838K | Buy |
+22,180
| New | +$838K | 0.6% | 42 |
|