Ameriprise’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
-433,888
Closed -$24.3M 4144
2024
Q4
$24.3M Sell
433,888
-1,158,751
-73% -$64.9M 0.01% 1207
2024
Q3
$88.2M Buy
1,592,639
+1,168,180
+275% +$64.7M 0.02% 613
2024
Q2
$18.7M Buy
424,459
+108,313
+34% +$4.77M 0.01% 1327
2024
Q1
$12.2M Buy
316,146
+83,702
+36% +$3.22M ﹤0.01% 1615
2023
Q4
$11.1M Buy
232,444
+168,554
+264% +$8.06M ﹤0.01% 1684
2023
Q3
$2.58M Sell
63,890
-895,814
-93% -$36.2M ﹤0.01% 2698
2023
Q2
$36.7M Sell
959,704
-286,835
-23% -$11M 0.01% 913
2023
Q1
$59.6M Buy
1,246,539
+1,167,191
+1,471% +$55.8M 0.02% 667
2022
Q4
$3.12M Buy
79,348
+5,671
+8% +$223K ﹤0.01% 2585
2022
Q3
$2.53M Sell
73,677
-4,343
-6% -$149K ﹤0.01% 2676
2022
Q2
$2.45M Sell
78,020
-864
-1% -$27.2K ﹤0.01% 2740
2022
Q1
$4.32M Buy
78,884
+20,870
+36% +$1.14M ﹤0.01% 2516
2021
Q4
$4.49M Sell
58,014
-1,489
-3% -$115K ﹤0.01% 2545
2021
Q3
$4.1M Buy
59,503
+11,200
+23% +$771K ﹤0.01% 2523
2021
Q2
$3.49M Buy
48,303
+4,405
+10% +$319K ﹤0.01% 2678
2021
Q1
$2.81M Sell
43,898
-9,695
-18% -$620K ﹤0.01% 2716
2020
Q4
$3.71M Sell
53,593
-2,105
-4% -$146K ﹤0.01% 2463
2020
Q3
$2.75M Sell
55,698
-24,667
-31% -$1.22M ﹤0.01% 2478
2020
Q2
$4.09M Sell
80,365
-980
-1% -$49.9K ﹤0.01% 2206
2020
Q1
$3.38M Sell
81,345
-341,590
-81% -$14.2M ﹤0.01% 2177
2019
Q4
$19M Sell
422,935
-279,431
-40% -$12.6M 0.01% 1238
2019
Q3
$25.3M Buy
702,366
+495,277
+239% +$17.8M 0.01% 985
2019
Q2
$10M Buy
207,089
+129,296
+166% +$6.26M ﹤0.01% 1733
2019
Q1
$3.17M Buy
77,793
+28,684
+58% +$1.17M ﹤0.01% 2508
2018
Q4
$1.22M Buy
+49,109
New +$1.22M ﹤0.01% 2859