GF
SMAR

Gries Financial’s Smartsheet Inc. SMAR Stock Holding History

Gries Financial’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,013
Closed -$337K – 314
2024
Q4 		$337K Buy
6,013
+855
+17% +$47.9K 0.06% 202
2024
Q3 		$286K Buy
5,158
+171
+3% +$9.47K 0.05% 209
2024
Q2 		$220K Buy
+4,987
New +$220K 0.05% 221