Williams Jones Wealth Management’s Samsara IOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,342	Closed	-$353K	–	519
2024 Q3	$353K	Buy	7,342 +145	+2%	+$6.98K	﹤0.01%	409
2024 Q2	$243K	Buy	7,197 +820	+13%	+$27.6K	﹤0.01%	448
2024 Q1	$241K	Buy	+6,377	New	+$241K	﹤0.01%	465