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PCMC
Paragon Capital Management (Colorado)’s
Samsara
IOT
Stock Holding History
Paragon Capital Management (Colorado)’s Portfolio
IOT Stock Details
IOT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.64M
Hold
83,389
–
–
0.56%
24
2025
Q4
$2.96M
Sell
83,389
-6,700
-7%
-$259K
0.59%
22
2025
Q3
$3.36M
Buy
90,089
+17,280
+24%
+$642K
0.63%
22
2025
Q2
$2.9M
Buy
72,809
+37,683
+107%
+$1.56M
0.53%
26
2025
Q1
$1.35M
Hold
35,126
–
–
0.28%
36
2024
Q4
$1.53M
Buy
35,126
+15,703
+81%
+$773K
0.31%
30
2024
Q3
$935K
Buy
+19,423
New
+$787K
0.18%
45
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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