Integrated Wealth Concepts’s Samsara IOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.31M | Sell |
234,160
-578
| -0.2% | -$23K | 0.09% | 197 |
|
|
2025
Q1 | $9M | Buy |
234,738
+598
| +0.3% | +$22.9K | 0.1% | 185 |
|
|
2024
Q4 | $10.2M | Buy |
234,140
+168
| +0.1% | +$7.34K | 0.12% | 165 |
|
|
2024
Q3 | $11.3M | Buy |
233,972
+196
| +0.1% | +$9.43K | 0.14% | 153 |
|
|
2024
Q2 | $7.88M | Buy |
233,776
+3,345
| +1% | +$113K | 0.11% | 191 |
|
|
2024
Q1 | $8.71M | Buy |
+230,431
| New | +$8.71M | 0.13% | 178 |
|