EP Wealth Advisors’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	-9,404	Closed	-$527K	–	1383
2024 Q4	$527K	Buy	9,404 +4,629	+97%	+$259K	﹤0.01%	677
2024 Q3	$264K	Buy	+4,775	New	+$264K	﹤0.01%	911
2021 Q4	–	Sell	-27,656	Closed	-$1.9M	–	573
2021 Q3	$1.9M	Buy	+27,656	New	+$1.9M	0.05%	173