FRG Family Wealth Advisors’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 | $380K | Hold |
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|
2024
Q3 | $375K | Hold |
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|
2024
Q2 | $307K | Hold |
|
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|
2024
Q1 | $256K | Hold |
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|
2023
Q4 | $324K | Hold |
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|
2023
Q3 | $274K | Hold |
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|
2023
Q2 | $259K | Hold |
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|
2023
Q1 | $324K | Hold |
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|
2022
Q4 | $267K | Hold |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $213K | Hold |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $525K | Hold |
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|
2021
Q3 | $466K | Hold |
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|
2021
Q2 | $490K | Hold |
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|
2021
Q1 | $433K | Buy |
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|
2020
Q4 | $420K | Hold |
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|
2020
Q3 | $300K | Sell |
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|
2020
Q2 | $411K | Buy |
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|
2020
Q1 | $258K | Hold |
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|
2019
Q4 | $280K | Hold |
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|
2019
Q3 | $224K | Hold |
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|
2019
Q2 | $301K | Buy |
|