Number of Shares
156,698.00
Current Holdings Value*
$6.01 Mil
% of Portfolio
1.43%
Total Estimate Gain
$3.11 Mil
% of Total Estimate Gain
44.53%

Wealth Dimensions Group, Ltd.'s Samsara Inc Holding Summary

As of 2025-03-31, Wealth Dimensions Group, Ltd. held 156,698.00 shares of Samsara Inc(IOT), totaling $6.01 Mil. This investment constitutes 1.43% of their stock portfolio, and Wealth Dimensions Group, Ltd. now holds 0.03% of the outstanding Samsara Inc(IOT) stock.

The initial trade took place in 2023Q4. And since then Wealth Dimensions Group, Ltd. has made 1 purchases of IOT, at an average price of $27.77, for a total of 251,098.00 shares. In addition, there have been 4 sales at an average price of $42.67 for 94,400.00 shares. Based on historical transaction data and IOT's current price of $38.61, Wealth Dimensions Group, Ltd.'s estimated gain on his IOT holdings is $3.11 Mil, reflecting a 44.53% gain to date.

Wealth Dimensions Group, Ltd. IOT ($38.61) Holding Chart

Wealth Dimensions Group, Ltd. IOT ($38.61) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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