Concentrum Wealth Management’s Samsara IOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Buy |
17,354
+442
| +3% | +$17.6K | 0.22% | 42 |
|
|
2025
Q1 | $648K | Buy |
16,912
+12
| +0.1% | +$460 | 0.24% | 45 |
|
|
2024
Q4 | $738K | Buy |
16,900
+2,500
| +17% | +$109K | 0.26% | 41 |
|
|
2024
Q3 | $693K | Sell |
14,400
-375
| -3% | -$18K | 0.27% | 39 |
|
|
2024
Q2 | $498K | Buy |
14,775
+4,000
| +37% | +$135K | 0.21% | 44 |
|
|
2024
Q1 | $407K | Hold |
10,775
| – | – | 0.19% | 45 |
|
|
2023
Q4 | $360K | Buy |
+10,775
| New | +$360K | 0.19% | 47 |
|