Brighton Jones LLC’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 |
-8,211
| Closed | -$460K | – | 749 |
|
|
2024
Q4 | $460K | Sell |
8,211
-2,088
| -20% | -$117K | 0.01% | 417 |
|
|
2024
Q3 | $570K | Sell |
10,299
-4,009
| -28% | -$222K | 0.02% | 298 |
|
|
2024
Q2 | $631K | Buy |
14,308
+31
| +0.2% | +$1.37K | 0.02% | 303 |
|
|
2024
Q1 | $550K | Hold |
14,277
| – | – | 0.02% | 329 |
|
|
2023
Q4 | $683K | Sell |
14,277
-8,428
| -37% | -$403K | 0.03% | 259 |
|
|
2023
Q3 | $919K | Sell |
22,705
-382
| -2% | -$15.5K | 0.05% | 194 |
|
|
2023
Q2 | $883K | Sell |
23,087
-1,687
| -7% | -$64.5K | 0.04% | 205 |
|
|
2023
Q1 | $1.18M | Buy |
24,774
+31
| +0.1% | +$1.48K | 0.07% | 159 |
|
|
2022
Q4 | $974K | Buy |
24,743
+196
| +0.8% | +$7.72K | 0.06% | 170 |
|
|
2022
Q3 | $843K | Buy |
24,547
+9,599
| +64% | +$330K | 0.05% | 174 |
|
|
2022
Q2 | $470K | Buy |
14,948
+951
| +7% | +$29.9K | 0.03% | 263 |
|
|
2022
Q1 | $767K | Buy |
13,997
+2,189
| +19% | +$120K | 0.04% | 210 |
|
|
2021
Q4 | $915K | Buy |
11,808
+1,068
| +10% | +$82.8K | 0.04% | 187 |
|
|
2021
Q3 | $739K | Buy |
10,740
+490
| +5% | +$33.7K | 0.04% | 201 |
|
|
2021
Q2 | $741K | Hold |
10,250
| – | – | 0.04% | 199 |
|
|
2021
Q1 | $655K | Buy |
+10,250
| New | +$655K | 0.04% | 200 |
|
|
2018
Q3 | – | Sell |
-16,943
| Closed | -$440K | – | 319 |
|
|
2018
Q2 | $440K | Buy |
+16,943
| New | +$440K | 0.06% | 187 |
|