Freestone Capital Holdings’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 | $342K | Sell |
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|
2024
Q3 | $508K | Sell |
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|
2024
Q2 | $435K | Hold |
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|
2024
Q1 | $380K | Hold |
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|
2023
Q4 | $472K | Hold |
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|
2023
Q3 | $400K | Hold |
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|
2023
Q2 | $378K | Hold |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $444K | Sell |
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|
2022
Q2 | $436K | Hold |
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|
2022
Q1 | $760K | Sell |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $988K | Buy |
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|
2020
Q4 | $944K | Buy |
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|
2020
Q3 | $662K | Buy |
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|
2020
Q2 | $673 | Sell |
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|
2020
Q1 | $83.6K | Buy |
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|
2019
Q4 | $90.4K | Buy |
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|
2019
Q3 | $443 | Sell |
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|
2019
Q2 | $620 | Sell |
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|
2019
Q1 | $747K | Hold |
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|
2018
Q4 | $455K | Buy |
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