Baird Financial Group’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 |
|
|||||
|
2024
Q4 | $276K | Hold |
|
|||||
|
2024
Q3 | $273K | Hold |
|
|||||
|
2024
Q2 | $217K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $682K | Sell |
|
|||||
|
2023
Q3 | $611K | Sell |
|
|||||
|
2023
Q2 | $581K | Sell |
|
|||||
|
2023
Q1 | $844K | Sell |
|
|||||
|
2022
Q4 | $701K | Sell |
|
|||||
|
2022
Q3 | $667K | Sell |
|
|||||
|
2022
Q2 | $955K | Sell |
|
|||||
|
2022
Q1 | $1.73M | Sell |
|
|||||
|
2021
Q4 | $4.52M | Buy |
|
|||||
|
2021
Q3 | $3.65M | Buy |
|
|||||
|
2021
Q2 | $3.06M | Buy |
|
|||||
|
2021
Q1 | $2.21M | Buy |
|
|||||
|
2020
Q4 | $1.45M | Sell |
|
|||||
|
2020
Q3 | $1.36M | Buy |
|
|||||
|
2020
Q2 | $1.3M | Buy |
|
|||||
|
2020
Q1 | $237K | Hold |
|
|||||
|
2019
Q4 | $256K | Hold |
|
|||||
|
2019
Q3 | $205K | Hold |
|
|||||
|
2019
Q2 | $276K | Hold |
|
|||||
|
2019
Q1 | $233K | Buy |
|