Carson Wealth (CWM 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 |
-83,725
| Closed | -$4.69M | – | 5273 |
|
|
2024
Q4 | $4.69M | Buy |
83,725
+37,345
| +81% | +$2.09M | 0.02% | 489 |
|
|
2024
Q3 | $2.57M | Buy |
46,380
+26,511
| +133% | +$1.47M | 0.01% | 623 |
|
|
2024
Q2 | $876K | Buy |
19,869
+13,621
| +218% | +$601K | ﹤0.01% | 964 |
|
|
2024
Q1 | $241K | Buy |
6,248
+1,961
| +46% | +$75.6K | ﹤0.01% | 1429 |
|
|
2023
Q4 | $205K | Buy |
4,287
+1,243
| +41% | +$59.4K | ﹤0.01% | 1416 |
|
|
2023
Q3 | $123K | Buy |
3,044
+390
| +15% | +$15.8K | ﹤0.01% | 1524 |
|
|
2023
Q2 | $102K | Buy |
2,654
+573
| +28% | +$22K | ﹤0.01% | 1554 |
|
|
2023
Q1 | $99K | Buy |
2,081
+1,005
| +93% | +$47.8K | ﹤0.01% | 1495 |
|
|
2022
Q4 | $42K | Buy |
1,076
+718
| +201% | +$28K | ﹤0.01% | 1850 |
|
|
2022
Q3 | $12K | Buy |
358
+52
| +17% | +$1.74K | ﹤0.01% | 2596 |
|
|
2022
Q2 | $10K | Sell |
306
-258
| -46% | -$8.43K | ﹤0.01% | 2605 |
|
|
2022
Q1 | $31K | Buy |
564
+68
| +14% | +$3.74K | ﹤0.01% | 1830 |
|
|
2021
Q4 | $38K | Buy |
+496
| New | +$38K | ﹤0.01% | 1689 |
|
|
2021
Q2 | $28K | Hold |
384
| – | – | ﹤0.01% | 1650 |
|
|
2021
Q1 | $28K | Hold |
384
| – | – | ﹤0.01% | 1650 |
|
|
2020
Q4 | $28K | Hold |
384
| – | – | ﹤0.01% | 1650 |
|
|
2020
Q3 | $28K | Hold |
384
| – | – | ﹤0.01% | 1650 |
|
|
2020
Q2 | $28K | Hold |
384
| – | – | ﹤0.01% | 1650 |
|
|
2020
Q1 | $28K | Hold |
384
| – | – | ﹤0.01% | 1650 |
|
|
2019
Q4 | $28K | Hold |
384
| – | – | ﹤0.01% | 1650 |
|
|
2019
Q3 | $28K | Hold |
384
| – | – | ﹤0.01% | 1650 |
|
|
2019
Q2 | $28K | Hold |
384
| – | – | ﹤0.01% | 1650 |
|
|
2019
Q1 | $28K | Buy |
384
+342
| +814% | +$24.9K | ﹤0.01% | 1650 |
|
|
2018
Q4 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 2015 |
|