Brighton Jones LLC’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 |
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|
2024
Q4 | $460K | Sell |
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|
2024
Q3 | $570K | Sell |
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|
2024
Q2 | $631K | Buy |
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|
2024
Q1 | $550K | Hold |
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|
2023
Q4 | $683K | Sell |
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|
2023
Q3 | $919K | Sell |
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|
2023
Q2 | $883K | Sell |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $974K | Buy |
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|
2022
Q3 | $843K | Buy |
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|
2022
Q2 | $470K | Buy |
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|
2022
Q1 | $767K | Buy |
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|
2021
Q4 | $915K | Buy |
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|
2021
Q3 | $739K | Buy |
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|
2021
Q2 | $741K | Hold |
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|
2021
Q1 | $655K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $440K | Buy |
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