Algert Global’s Smartsheet Inc. SMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-140,485
Closed -$7.87M 1370
2024
Q4
$7.87M Sell
140,485
-24,546
-15% -$1.38M 0.19% 163
2024
Q3
$9.14M Sell
165,031
-28,401
-15% -$1.57M 0.25% 97
2024
Q2
$8.53M Sell
193,432
-18,714
-9% -$825K 0.28% 69
2024
Q1
$8.17M Buy
212,146
+71,526
+51% +$2.75M 0.32% 62
2023
Q4
$6.72M Buy
140,620
+13,700
+11% +$655K 0.27% 80
2023
Q3
$5.14M Buy
126,920
+49,083
+63% +$1.99M 0.24% 109
2023
Q2
$2.98M Buy
77,837
+22,976
+42% +$879K 0.13% 247
2023
Q1
$2.62M Buy
54,861
+4,897
+10% +$234K 0.12% 255
2022
Q4
$1.97M Sell
49,964
-17,837
-26% -$702K 0.11% 304
2022
Q3
$2.33M Buy
67,801
+34,247
+102% +$1.18M 0.14% 224
2022
Q2
$1.06M Buy
33,554
+6,790
+25% +$213K 0.08% 446
2022
Q1
$1.47M Buy
26,764
+10,733
+67% +$588K 0.1% 359
2021
Q4
$1.24M Buy
16,031
+3,223
+25% +$250K 0.16% 211
2021
Q3
$881K Buy
+12,808
New +$881K 0.12% 293
2019
Q1
Sell
-32,234
Closed -$801K 409
2018
Q4
$801K Buy
+32,234
New +$801K 0.22% 158