Advisors Asset Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $112K | Sell |
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|
2024
Q3 | $115K | Buy |
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|
2024
Q2 | $90K | Buy |
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|
2024
Q1 | $70.1K | Buy |
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|
2023
Q4 | $69.9K | Sell |
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|
2023
Q3 | $62.2K | Buy |
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|
2023
Q2 | $50.8K | Sell |
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|
2023
Q1 | $79.3K | Sell |
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|
2022
Q4 | $117K | Sell |
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|
2022
Q3 | $122K | Buy |
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|
2022
Q2 | $108K | Buy |
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|
2022
Q1 | $176K | Buy |
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|
2021
Q4 | $179K | Buy |
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|
2021
Q3 | $43K | Buy |
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