Ulland 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 | $75K | Hold |
1,890
| – | – | 0.06% | 98 |
|
|
2025
Q1 | $72K | Hold |
1,890
| – | – | 0.06% | 97 |
|
|
2024
Q4 | $83K | Hold |
1,890
| – | – | 0.05% | 91 |
|
|
2024
Q3 | $91K | Hold |
1,890
| – | – | 0.07% | 85 |
|
|
2024
Q2 | $64K | Sell |
1,890
-100
| -5% | -$3.39K | 0.04% | 100 |
|
|
2024
Q1 | $75K | Buy |
1,990
+500
| +34% | +$18.8K | 0.06% | 99 |
|
|
2023
Q4 | $50K | Hold |
1,490
| – | – | 0.05% | 104 |
|
|
2023
Q3 | $38K | Buy |
1,490
+600
| +67% | +$15.3K | 0.04% | 111 |
|
|
2023
Q2 | $25K | Buy |
+890
| New | +$25K | 0.03% | 126 |
|