OneDigital Investment Advisors’s Samsara IOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.52M Sell
63,386
-508
-0.8% -$20.2K 0.03% 373
2025
Q1
$2.45M Buy
63,894
+7,980
+14% +$306K 0.03% 355
2024
Q4
$2.44M Buy
55,914
+4,730
+9% +$207K 0.03% 374
2024
Q3
$2.46M Buy
+51,184
New +$2.46M 0.03% 385