Capital Fund Management (CFM)’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 |
-52,157
| Closed | -$2.92M | – | 1261 |
|
|
2024
Q4 | $2.92M | Sell |
52,157
-75,807
| -59% | -$4.25M | 0.01% | 512 |
|
|
2024
Q3 | $7.08M | Sell |
127,964
-144,277
| -53% | -$7.99M | 0.02% | 278 |
|
|
2024
Q2 | $12M | Buy |
272,241
+23,628
| +10% | +$1.04M | 0.04% | 182 |
|
|
2024
Q1 | $9.57M | Buy |
248,613
+128,622
| +107% | +$4.95M | 0.03% | 221 |
|
|
2023
Q4 | $5.74M | Buy |
119,991
+63,704
| +113% | +$3.05M | 0.02% | 314 |
|
|
2023
Q3 | $2.28M | Sell |
56,287
-32,578
| -37% | -$1.32M | 0.01% | 429 |
|
|
2023
Q2 | $3.4M | Buy |
88,865
+8,812
| +11% | +$337K | 0.01% | 342 |
|
|
2023
Q1 | $3.83M | Buy |
80,053
+18,656
| +30% | +$892K | 0.02% | 266 |
|
|
2022
Q4 | $2.42M | Buy |
+61,397
| New | +$2.42M | 0.02% | 325 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 982 |
|
|
2022
Q2 | – | Sell |
-79,127
| Closed | -$4.33M | – | 967 |
|
|
2022
Q1 | $4.33M | Buy |
79,127
+2,191
| +3% | +$120K | 0.04% | 223 |
|
|
2021
Q4 | $5.96M | Buy |
+76,936
| New | +$5.96M | 0.04% | 184 |
|
|
2020
Q3 | – | Sell |
-16,305
| Closed | -$830K | – | 889 |
|
|
2020
Q2 | $830K | Buy |
+16,305
| New | +$830K | 0.01% | 349 |
|