Cerity Partners’s Samsara IOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.46M Buy
61,847
+11,312
+22% +$450K ﹤0.01% 1118
2025
Q1
$1.94M Sell
50,535
-9,107
-15% -$349K ﹤0.01% 1138
2024
Q4
$2.61M Buy
59,642
+25,328
+74% +$1.11M 0.01% 988
2024
Q3
$1.65M Sell
34,314
-25,556
-43% -$1.23M ﹤0.01% 1177
2024
Q2
$2.02M Sell
59,870
-2,447
-4% -$82.5K 0.01% 909
2024
Q1
$2.35M Buy
62,317
+39,237
+170% +$1.48M 0.01% 899
2023
Q4
$770K Buy
+23,080
New +$770K ﹤0.01% 1079