EWM
Empirical Wealth Management’s Samsara IOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
26,854
+396
| +1% | +$15.8K | 0.02% | 305 |
|
|
2025
Q1 | $1.01M | Sell |
26,458
-12,221
| -32% | -$468K | 0.03% | 297 |
|
|
2024
Q4 | $1.69M | Buy |
38,679
+802
| +2% | +$35K | 0.05% | 215 |
|
|
2024
Q3 | $1.82M | Sell |
37,877
-278
| -0.7% | -$13.4K | 0.05% | 195 |
|
|
2024
Q2 | $1.29M | Sell |
38,155
-28,986
| -43% | -$977K | 0.04% | 231 |
|
|
2024
Q1 | $2.54M | Buy |
67,141
+752
| +1% | +$28.4K | 0.08% | 152 |
|
|
2023
Q4 | $2.22M | Buy |
66,389
+644
| +1% | +$21.5K | 0.07% | 154 |
|
|
2023
Q3 | $1.66M | Buy |
65,745
+951
| +1% | +$24K | 0.06% | 173 |
|
|
2023
Q2 | $1.8M | Sell |
64,794
-33,779
| -34% | -$936K | 0.07% | 165 |
|
|
2023
Q1 | $1.94M | Hold |
98,573
| – | – | 0.08% | 144 |
|
|
2022
Q4 | $1.23M | Sell |
98,573
-7,119
| -7% | -$88.5K | 0.06% | 181 |
|
|
2022
Q3 | $1.28M | Buy |
+105,692
| New | +$1.28M | 0.07% | 173 |
|