SVB Wealth’s Samsara IOT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $399K | Sell |
10,036
-27,893
| -74% | -$1.11M | 0.02% | 326 |
|
2025
Q1 | $1.45M | Buy |
37,929
+8
| +0% | +$307 | 0.06% | 130 |
|
2024
Q4 | $1.66M | Buy |
+37,921
| New | +$1.66M | 0.03% | 249 |
|
2024
Q3 | – | Sell |
-32,010
| Closed | -$1.08M | – | 302 |
|
2024
Q2 | $1.08M | Hold |
32,010
| – | – | 0.03% | 305 |
|
2024
Q1 | $1.21M | Buy |
32,010
+23
| +0.1% | +$869 | 0.03% | 312 |
|
2023
Q4 | $1.07M | Sell |
31,987
-234
| -0.7% | -$7.81K | 0.03% | 324 |
|
2023
Q3 | $812K | Buy |
32,221
+6,197
| +24% | +$156K | 0.02% | 344 |
|
2023
Q2 | $721K | Buy |
+26,024
| New | +$721K | 0.01% | 400 |
|