Franklin Resources’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 |
-104,955
| Closed | -$5.88M | – | 3093 |
|
2024
Q4 | $5.88M | Buy |
104,955
+51,934
| +98% | +$2.91M | ﹤0.01% | 1272 |
|
2024
Q3 | $2.97M | Sell |
53,021
-36,376
| -41% | -$2.04M | ﹤0.01% | 1581 |
|
2024
Q2 | $3.94M | Sell |
89,397
-6,868
| -7% | -$303K | ﹤0.01% | 1410 |
|
2024
Q1 | $3.71M | Buy |
96,265
+84,903
| +747% | +$3.27M | ﹤0.01% | 1471 |
|
2023
Q4 | $543K | Sell |
11,362
-634
| -5% | -$30.3K | ﹤0.01% | 1899 |
|
2023
Q3 | $485K | Sell |
11,996
-1,831
| -13% | -$74.1K | ﹤0.01% | 1925 |
|
2023
Q2 | $529K | Buy |
+13,827
| New | +$529K | ﹤0.01% | 1937 |
|
2022
Q1 | – | Sell |
-4,419
| Closed | -$342K | – | 2551 |
|
2021
Q4 | $342K | Buy |
4,419
+820
| +23% | +$63.5K | ﹤0.01% | 2033 |
|
2021
Q3 | $248K | Buy |
3,599
+102
| +3% | +$7.03K | ﹤0.01% | 2153 |
|
2021
Q2 | $253K | Buy |
+3,497
| New | +$253K | ﹤0.01% | 1772 |
|
2020
Q2 | – | Sell |
-606,231
| Closed | -$25.2M | – | 1740 |
|
2020
Q1 | $25.2M | Buy |
606,231
+24,654
| +4% | +$1.02M | 0.02% | 622 |
|
2019
Q4 | $26.1M | Buy |
581,577
+26,477
| +5% | +$1.19M | 0.01% | 705 |
|
2019
Q3 | $20M | Buy |
555,100
+327,600
| +144% | +$11.8M | 0.01% | 747 |
|
2019
Q2 | $11M | Sell |
227,500
-200
| -0.1% | -$9.68K | 0.01% | 867 |
|
2019
Q1 | $9.29M | Buy |
227,700
+26,000
| +13% | +$1.06M | 0.01% | 898 |
|
2018
Q4 | $5.01M | Hold |
201,700
| – | – | ﹤0.01% | 992 |
|
2018
Q3 | $6.31M | Sell |
201,700
-100
| -0% | -$3.13K | ﹤0.01% | 1012 |
|
2018
Q2 | $5.24M | Buy |
+201,800
| New | +$5.24M | ﹤0.01% | 1037 |
|