Elevate Wealth Advisory’s Samsara IOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $930K | Buy |
23,376
+2,485
| +12% | +$98.9K | 0.66% | 32 |
|
|
2025
Q1 | $801K | Buy |
20,891
+2,240
| +12% | +$85.9K | 0.57% | 34 |
|
|
2024
Q4 | $815K | Buy |
18,651
+2,391
| +15% | +$104K | 0.61% | 32 |
|
|
2024
Q3 | $782K | Buy |
16,260
+1,369
| +9% | +$65.9K | 0.58% | 34 |
|
|
2024
Q2 | $502K | Buy |
14,891
+2,374
| +19% | +$80K | 0.41% | 38 |
|
|
2024
Q1 | $473K | Sell |
12,517
-709
| -5% | -$26.8K | 0.41% | 35 |
|
|
2023
Q4 | $441K | Buy |
+13,226
| New | +$441K | 0.4% | 34 |
|