Perigon Wealth Management’s Samsara IOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Buy |
15,428
+3
| +0% | +$119 | 0.01% | 616 |
|
|
2025
Q1 | $591K | Buy |
15,425
+267
| +2% | +$10.2K | 0.02% | 593 |
|
|
2024
Q4 | $695K | Sell |
15,158
-149
| -1% | -$6.83K | 0.02% | 543 |
|
|
2024
Q3 | $737K | Buy |
15,307
+79
| +0.5% | +$3.8K | 0.02% | 505 |
|
|
2024
Q2 | $513K | Buy |
15,228
+3
| +0% | +$101 | 0.01% | 527 |
|
|
2024
Q1 | $575K | Buy |
15,225
+98
| +0.6% | +$3.7K | 0.02% | 500 |
|
|
2023
Q4 | $505K | Buy |
+15,127
| New | +$505K | 0.02% | 495 |
|
|
2023
Q2 | – | Sell |
-13,316
| Closed | -$263K | – | 795 |
|
|
2023
Q1 | $263K | Sell |
13,316
-6,982
| -34% | -$138K | 0.01% | 584 |
|
|
2022
Q4 | $252K | Sell |
20,298
-1,853
| -8% | -$23K | 0.02% | 588 |
|
|
2022
Q3 | $267K | Sell |
22,151
-1,329
| -6% | -$16K | 0.02% | 455 |
|
|
2022
Q2 | $262K | Buy |
23,480
+10,548
| +82% | +$118K | 0.02% | 460 |
|
|
2022
Q1 | $207K | Buy |
+12,932
| New | +$207K | 0.01% | 570 |
|