Creative Planning’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 |
-17,161
| Closed | -$962K | – | 3757 |
|
|
2024
Q4 | $962K | Buy |
17,161
+6,382
| +59% | +$358K | ﹤0.01% | 1669 |
|
|
2024
Q3 | $597K | Buy |
10,779
+721
| +7% | +$39.9K | ﹤0.01% | 1948 |
|
|
2024
Q2 | $443K | Sell |
10,058
-880
| -8% | -$38.8K | ﹤0.01% | 2029 |
|
|
2024
Q1 | $421K | Buy |
10,938
+3,162
| +41% | +$122K | ﹤0.01% | 1978 |
|
|
2023
Q4 | $372K | Sell |
7,776
-87
| -1% | -$4.16K | ﹤0.01% | 1928 |
|
|
2023
Q3 | $318K | Sell |
7,863
-119
| -1% | -$4.82K | ﹤0.01% | 1880 |
|
|
2023
Q2 | $305K | Buy |
7,982
+445
| +6% | +$17K | ﹤0.01% | 1895 |
|
|
2023
Q1 | $360K | Sell |
7,537
-354
| -4% | -$16.9K | ﹤0.01% | 1677 |
|
|
2022
Q4 | $311K | Buy |
7,891
+180
| +2% | +$7.09K | ﹤0.01% | 1699 |
|
|
2022
Q3 | $265K | Buy |
7,711
+630
| +9% | +$21.7K | ﹤0.01% | 1718 |
|
|
2022
Q2 | $223K | Sell |
7,081
-729
| -9% | -$23K | ﹤0.01% | 1803 |
|
|
2022
Q1 | $428K | Sell |
7,810
-2,869
| -27% | -$157K | ﹤0.01% | 1411 |
|
|
2021
Q4 | $827K | Sell |
10,679
-3,752
| -26% | -$291K | ﹤0.01% | 1042 |
|
|
2021
Q3 | $993K | Buy |
14,431
+2,160
| +18% | +$149K | ﹤0.01% | 959 |
|
|
2021
Q2 | $887K | Buy |
12,271
+3,255
| +36% | +$235K | ﹤0.01% | 993 |
|
|
2021
Q1 | $576K | Buy |
9,016
+16
| +0.2% | +$1.02K | ﹤0.01% | 1320 |
|
|
2020
Q4 | $624K | Buy |
9,000
+320
| +4% | +$22.2K | ﹤0.01% | 1171 |
|
|
2020
Q3 | $429K | Buy |
8,680
+147
| +2% | +$7.27K | ﹤0.01% | 1196 |
|
|
2020
Q2 | $435K | Sell |
8,533
-614
| -7% | -$31.3K | ﹤0.01% | 1094 |
|
|
2020
Q1 | $380K | Buy |
9,147
+50
| +0.5% | +$2.08K | ﹤0.01% | 1070 |
|
|
2019
Q4 | $409K | Sell |
9,097
-7,061
| -44% | -$317K | ﹤0.01% | 1213 |
|
|
2019
Q3 | $582K | Buy |
16,158
+7,108
| +79% | +$256K | ﹤0.01% | 978 |
|
|
2019
Q2 | $438K | Hold |
9,050
| – | – | ﹤0.01% | 1150 |
|
|
2019
Q1 | $369K | Hold |
9,050
| – | – | ﹤0.01% | 1204 |
|
|
2018
Q4 | $225K | Buy |
+9,050
| New | +$225K | ﹤0.01% | 1406 |
|