Corient Private Wealth’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 |
-84,268
| Closed | -$4.72M | – | 2476 |
|
|
2024
Q4 | $4.72M | Buy |
84,268
+289
| +0.3% | +$16.2K | 0.01% | 719 |
|
|
2024
Q3 | $4.65M | Sell |
83,979
-9,033
| -10% | -$500K | 0.01% | 750 |
|
|
2024
Q2 | $4.1M | Buy |
93,012
+39,029
| +72% | +$1.72M | 0.01% | 763 |
|
|
2024
Q1 | $2.08M | Buy |
53,983
+13
| +0% | +$501 | ﹤0.01% | 999 |
|
|
2023
Q4 | $2.58M | Sell |
53,970
-8,852
| -14% | -$423K | ﹤0.01% | 900 |
|
|
2023
Q3 | $2.54M | Buy |
62,822
+462
| +0.7% | +$18.7K | 0.01% | 826 |
|
|
2023
Q2 | $2.39M | Buy |
62,360
+1,843
| +3% | +$70.5K | 0.01% | 845 |
|
|
2023
Q1 | $2.89M | Buy |
60,517
+1,173
| +2% | +$56.1K | 0.01% | 734 |
|
|
2022
Q4 | $2.34M | Buy |
+59,344
| New | +$2.34M | 0.01% | 662 |
|