Montag & Associates’s Samsara IOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.1K | Hold |
2,467
| – | – | ﹤0.01% | 474 |
|
|
2025
Q1 | $94.6K | Hold |
2,467
| – | – | ﹤0.01% | 505 |
|
|
2024
Q4 | $108K | Hold |
2,467
| – | – | 0.01% | 491 |
|
|
2024
Q3 | $119K | Sell |
2,467
-167
| -6% | -$8.04K | 0.01% | 488 |
|
|
2024
Q2 | $88.8K | Hold |
2,634
| – | – | ﹤0.01% | 505 |
|
|
2024
Q1 | $99.5K | Buy |
2,634
+1,334
| +103% | +$50.4K | 0.01% | 486 |
|
|
2023
Q4 | $43.4K | Buy |
1,300
+1,200
| +1,200% | +$40.1K | ﹤0.01% | 603 |
|
|
2023
Q3 | $2.52K | Buy |
+100
| New | +$2.52K | ﹤0.01% | 841 |
|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$19.7K | – | 927 |
|
|
2023
Q1 | $19.7K | Hold |
1,000
| – | – | ﹤0.01% | 662 |
|
|
2022
Q4 | $12.4K | Hold |
1,000
| – | – | ﹤0.01% | 712 |
|
|
2022
Q3 | $12K | Buy |
+1,000
| New | +$12K | ﹤0.01% | 716 |
|