Becker Capital Management’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 |
-7,380
| Closed | -$414K | – | 283 |
|
|
2024
Q4 | $414K | Sell |
7,380
-330
| -4% | -$18.5K | 0.01% | 218 |
|
|
2024
Q3 | $427K | Sell |
7,710
-1,735
| -18% | -$96.1K | 0.01% | 218 |
|
|
2024
Q2 | $416K | Buy |
9,445
+2,490
| +36% | +$110K | 0.01% | 212 |
|
|
2024
Q1 | $268K | Hold |
6,955
| – | – | 0.01% | 240 |
|
|
2023
Q4 | $333K | Hold |
6,955
| – | – | 0.01% | 221 |
|
|
2023
Q3 | $281K | Sell |
6,955
-25
| -0.4% | -$1.01K | 0.01% | 233 |
|
|
2023
Q2 | $267K | Hold |
6,980
| – | – | 0.01% | 247 |
|
|
2023
Q1 | $334K | Hold |
6,980
| – | – | 0.01% | 222 |
|
|
2022
Q4 | $275K | Buy |
+6,980
| New | +$275K | 0.01% | 171 |
|