Baird Financial Group’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 |
-4,930
| Closed | -$276K | – | 1851 |
|
|
2024
Q4 | $276K | Hold |
4,930
| – | – | ﹤0.01% | 1584 |
|
|
2024
Q3 | $273K | Hold |
4,930
| – | – | ﹤0.01% | 1568 |
|
|
2024
Q2 | $217K | Buy |
+4,930
| New | +$217K | ﹤0.01% | 1652 |
|
|
2024
Q1 | – | Sell |
-14,256
| Closed | -$682K | – | 1817 |
|
|
2023
Q4 | $682K | Sell |
14,256
-842
| -6% | -$40.3K | ﹤0.01% | 1256 |
|
|
2023
Q3 | $611K | Sell |
15,098
-81
| -0.5% | -$3.28K | ﹤0.01% | 1264 |
|
|
2023
Q2 | $581K | Sell |
15,179
-2,479
| -14% | -$94.8K | ﹤0.01% | 1284 |
|
|
2023
Q1 | $844K | Sell |
17,658
-155
| -0.9% | -$7.41K | ﹤0.01% | 1153 |
|
|
2022
Q4 | $701K | Sell |
17,813
-1,602
| -8% | -$63K | ﹤0.01% | 1168 |
|
|
2022
Q3 | $667K | Sell |
19,415
-10,978
| -36% | -$377K | ﹤0.01% | 1184 |
|
|
2022
Q2 | $955K | Sell |
30,393
-1,154
| -4% | -$36.3K | ﹤0.01% | 1098 |
|
|
2022
Q1 | $1.73M | Sell |
31,547
-26,863
| -46% | -$1.47M | ﹤0.01% | 960 |
|
|
2021
Q4 | $4.52M | Buy |
58,410
+5,329
| +10% | +$413K | 0.01% | 641 |
|
|
2021
Q3 | $3.65M | Buy |
53,081
+10,732
| +25% | +$739K | 0.01% | 712 |
|
|
2021
Q2 | $3.06M | Buy |
42,349
+7,822
| +23% | +$566K | 0.01% | 759 |
|
|
2021
Q1 | $2.21M | Buy |
34,527
+13,659
| +65% | +$873K | 0.01% | 847 |
|
|
2020
Q4 | $1.45M | Sell |
20,868
-6,605
| -24% | -$458K | ﹤0.01% | 896 |
|
|
2020
Q3 | $1.36M | Buy |
27,473
+1,918
| +8% | +$94.8K | ﹤0.01% | 857 |
|
|
2020
Q2 | $1.3M | Buy |
25,555
+19,855
| +348% | +$1.01M | ﹤0.01% | 859 |
|
|
2020
Q1 | $237K | Hold |
5,700
| – | – | ﹤0.01% | 1286 |
|
|
2019
Q4 | $256K | Hold |
5,700
| – | – | ﹤0.01% | 1382 |
|
|
2019
Q3 | $205K | Hold |
5,700
| – | – | ﹤0.01% | 1437 |
|
|
2019
Q2 | $276K | Hold |
5,700
| – | – | ﹤0.01% | 1357 |
|
|
2019
Q1 | $233K | Buy |
+5,700
| New | +$233K | ﹤0.01% | 1209 |
|