Creative Planning’s Samsara IOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6M | Sell |
150,741
-16,141
| -10% | -$642K | 0.01% | 701 |
|
|
2025
Q1 | $6.4M | Sell |
166,882
-10,230
| -6% | -$392K | 0.01% | 627 |
|
|
2024
Q4 | $7.74M | Buy |
177,112
+29,413
| +20% | +$1.29M | 0.01% | 535 |
|
|
2024
Q3 | $7.11M | Buy |
147,699
+242
| +0.2% | +$11.6K | 0.01% | 535 |
|
|
2024
Q2 | $4.97M | Buy |
147,457
+20,482
| +16% | +$690K | 0.01% | 615 |
|
|
2024
Q1 | $4.8M | Buy |
126,975
+77
| +0.1% | +$2.91K | 0.01% | 614 |
|
|
2023
Q4 | $4.24M | Sell |
126,898
-106,272
| -46% | -$3.55M | 0.01% | 610 |
|
|
2023
Q3 | $5.88M | Buy |
+233,170
| New | +$5.88M | 0.01% | 481 |
|
|
2022
Q3 | – | Sell |
-117,374
| Closed | -$1.31M | – | 2276 |
|
|
2022
Q2 | $1.31M | Buy |
117,374
+45,967
| +64% | +$513K | ﹤0.01% | 859 |
|
|
2022
Q1 | $1.14M | Buy |
+71,407
| New | +$1.14M | ﹤0.01% | 926 |
|