Corient Private Wealth’s Samsara IOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
40,170
+6,883
| +21% | +$274K | ﹤0.01% | 1203 |
|
|
2025
Q1 | $1.28M | Sell |
33,287
-4,942
| -13% | -$189K | ﹤0.01% | 1176 |
|
|
2024
Q4 | $1.67M | Buy |
38,229
+180
| +0.5% | +$7.86K | ﹤0.01% | 1071 |
|
|
2024
Q3 | $1.83M | Buy |
38,049
+392
| +1% | +$18.9K | ﹤0.01% | 1117 |
|
|
2024
Q2 | $1.27M | Sell |
37,657
-2,675
| -7% | -$90.1K | ﹤0.01% | 1234 |
|
|
2024
Q1 | $1.52M | Buy |
40,332
+7,332
| +22% | +$277K | ﹤0.01% | 1161 |
|
|
2023
Q4 | $1.1M | Sell |
33,000
-17,000
| -34% | -$567K | ﹤0.01% | 1246 |
|
|
2023
Q3 | $1.26M | Sell |
50,000
-5,000
| -9% | -$126K | ﹤0.01% | 1113 |
|
|
2023
Q2 | $1.52M | Buy |
+55,000
| New | +$1.52M | ﹤0.01% | 991 |
|