Clarius Group 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 |
-150,897
| Closed | -$8.45M | – | 506 |
|
|
2024
Q4 | $8.45M | Buy |
150,897
+6,685
| +5% | +$375K | 0.58% | 27 |
|
|
2024
Q3 | $7.98M | Sell |
144,212
-16,679
| -10% | -$923K | 0.56% | 27 |
|
|
2024
Q2 | $7.09M | Sell |
160,891
-6,506
| -4% | -$287K | 0.5% | 27 |
|
|
2024
Q1 | $6.44M | Buy |
167,397
+14,992
| +10% | +$577K | 0.45% | 29 |
|
|
2023
Q4 | $7.29M | Sell |
152,405
-16,827
| -10% | -$805K | 0.6% | 27 |
|
|
2023
Q3 | $6.85M | Sell |
169,232
-22,601
| -12% | -$914K | 0.65% | 27 |
|
|
2023
Q2 | $7.34M | Hold |
191,833
| – | – | 0.57% | 24 |
|
|
2023
Q1 | $9.17M | Hold |
191,833
| – | – | 0.78% | 19 |
|
|
2022
Q4 | $7.55M | Sell |
191,833
-1,190
| -0.6% | -$46.8K | 0.68% | 18 |
|
|
2022
Q3 | $6.63M | Hold |
193,023
| – | – | 0.66% | 22 |
|
|
2022
Q2 | $6.07M | Buy |
193,023
+20,162
| +12% | +$634K | 0.61% | 21 |
|
|
2022
Q1 | $13.4M | Hold |
172,861
| – | – | 1.06% | 19 |
|
|
2021
Q4 | $13.4M | Sell |
172,861
-4,715
| -3% | -$365K | 1.06% | 19 |
|
|
2021
Q3 | $12.2M | Sell |
177,576
-7,426
| -4% | -$511K | 1.09% | 19 |
|
|
2021
Q2 | $13.4M | Sell |
185,002
-3,179
| -2% | -$230K | 1.2% | 17 |
|
|
2021
Q1 | $12M | Sell |
188,181
-24,609
| -12% | -$1.57M | 1.18% | 18 |
|
|
2020
Q4 | $14.7M | Sell |
212,790
-74,542
| -26% | -$5.16M | 1.59% | 14 |
|
|
2020
Q3 | $14.2M | Buy |
287,332
+67,027
| +30% | +$3.31M | 1.82% | 12 |
|
|
2020
Q2 | $11.2M | Sell |
220,305
-12,662
| -5% | -$645K | 1.57% | 14 |
|
|
2020
Q1 | $9.67M | Sell |
232,967
-109,052
| -32% | -$4.53M | 1.82% | 13 |
|
|
2019
Q4 | $15M | Buy |
342,019
+103,918
| +44% | +$4.57M | 2.38% | 10 |
|
|
2019
Q3 | $8.58M | Sell |
238,101
-5,000
| -2% | -$180K | 1.57% | 13 |
|
|
2019
Q2 | $11.8M | Buy |
243,101
+62,778
| +35% | +$3.04M | 2.37% | 9 |
|
|
2019
Q1 | $7.36M | Buy |
180,323
+18,388
| +11% | +$750K | 1.79% | 8 |
|
|
2018
Q4 | $4.03M | Buy |
+161,935
| New | +$4.03M | 1.46% | 13 |
|