WDG
Wealth Dimensions Group’s Samsara IOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21M | Sell |
155,998
-700
| -0.4% | -$27.8K | 1.37% | 18 |
|
|
2025
Q1 | $6.01M | Sell |
156,698
-44,900
| -22% | -$1.72M | 1.43% | 17 |
|
|
2024
Q4 | $8.81M | Sell |
201,598
-9,000
| -4% | -$393K | 2.16% | 14 |
|
|
2024
Q3 | $10.1M | Sell |
210,598
-16,100
| -7% | -$775K | 2.57% | 14 |
|
|
2024
Q2 | $7.64M | Sell |
226,698
-24,400
| -10% | -$822K | 2.18% | 14 |
|
|
2024
Q1 | $9.49M | Hold |
251,098
| – | – | 2.8% | 11 |
|
|
2023
Q4 | $8.38M | Buy |
+251,098
| New | +$8.38M | 2.65% | 11 |
|