Creative Planning’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 | $962K | Buy |
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|
2024
Q3 | $597K | Buy |
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|
2024
Q2 | $443K | Sell |
|
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|
2024
Q1 | $421K | Buy |
|
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|
2023
Q4 | $372K | Sell |
|
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $305K | Buy |
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|
2023
Q1 | $360K | Sell |
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|
2022
Q4 | $311K | Buy |
|
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $428K | Sell |
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|
2021
Q4 | $827K | Sell |
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|
2021
Q3 | $993K | Buy |
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|
2021
Q2 | $887K | Buy |
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|
2021
Q1 | $576K | Buy |
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|
2020
Q4 | $624K | Buy |
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|
2020
Q3 | $429K | Buy |
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|
2020
Q2 | $435K | Sell |
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|
2020
Q1 | $380K | Buy |
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|
2019
Q4 | $409K | Sell |
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|
2019
Q3 | $582K | Buy |
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|
2019
Q2 | $438K | Hold |
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|
2019
Q1 | $369K | Hold |
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|
2018
Q4 | $225K | Buy |
|