Spire 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
$282K Sell
7,085
-5,122
-42% -$204K 0.01% 673
2025
Q1
$468K Sell
12,207
-1,128
-8% -$43.2K 0.02% 575
2024
Q4
$583K Buy
13,335
+4,935
+59% +$216K 0.02% 514
2024
Q3
$404K Buy
8,400
+200
+2% +$9.62K 0.01% 565
2024
Q2
$276K Buy
+8,200
New +$276K 0.01% 635
2023
Q3
Sell
-5,092
Closed -$141K 2412
2023
Q2
$141K Buy
+5,092
New +$141K 0.01% 846