Fuller & Thaler Asset Management’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 |
-4,114
| Closed | -$231K | – | 654 |
|
|
2024
Q4 | $231K | Sell |
4,114
-884,150
| -100% | -$49.5M | ﹤0.01% | 506 |
|
|
2024
Q3 | $49.2M | Buy |
888,264
+95,976
| +12% | +$5.31M | 0.19% | 162 |
|
|
2024
Q2 | $34.9M | Buy |
+792,288
| New | +$34.9M | 0.15% | 196 |
|
|
2023
Q2 | – | Sell |
-225,680
| Closed | -$10.8M | – | 539 |
|
|
2023
Q1 | $10.8M | Buy |
+225,680
| New | +$10.8M | 0.06% | 223 |
|