HSBC Holdings’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
-439,731
Closed -$24.6M 2790
2024
Q4
$24.6M Buy
439,731
+4,172
+1% +$234K 0.01% 607
2024
Q3
$24.1M Buy
435,559
+402,924
+1,235% +$22.3M 0.01% 608
2024
Q2
$1.44M Sell
32,635
-67,212
-67% -$2.97M ﹤0.01% 1237
2024
Q1
$3.84M Buy
+99,847
New +$3.84M ﹤0.01% 976
2023
Q4
Sell
-5,166
Closed -$211K 2365
2023
Q3
$211K Sell
5,166
-35,101
-87% -$1.44M ﹤0.01% 1899
2023
Q2
$1.55M Sell
40,267
-48,448
-55% -$1.86M ﹤0.01% 1225
2023
Q1
$4.22M Buy
88,715
+81,321
+1,100% +$3.87M 0.01% 967
2022
Q4
$291K Buy
+7,394
New +$291K ﹤0.01% 2111
2022
Q3
Sell
-10,622
Closed -$334K 2820
2022
Q2
$334K Buy
10,622
+5,111
+93% +$161K ﹤0.01% 2172
2022
Q1
$304K Buy
+5,511
New +$304K ﹤0.01% 2380
2021
Q2
Sell
-4,323
Closed -$275K 2608
2021
Q1
$275K Buy
4,323
+264
+7% +$16.8K ﹤0.01% 1997
2020
Q4
$283K Buy
+4,059
New +$283K ﹤0.01% 2178
2020
Q3
Sell
-11,388
Closed -$580K 2391
2020
Q2
$580K Buy
11,388
+5,255
+86% +$268K ﹤0.01% 1406
2020
Q1
$254K Sell
6,133
-8,244
-57% -$341K ﹤0.01% 1746
2019
Q4
$646K Sell
14,377
-49,344
-77% -$2.22M ﹤0.01% 1580
2019
Q3
$2.3M Buy
63,721
+54,428
+586% +$1.96M ﹤0.01% 1051
2019
Q2
$450K Buy
+9,293
New +$450K ﹤0.01% 1571
2018
Q4
Sell
-50,000
Closed -$1.56M 2049
2018
Q3
$1.56M Buy
+50,000
New +$1.56M ﹤0.01% 1109