Larson Financial Group’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 | $708K | Sell |
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|
2024
Q3 | $734K | Buy |
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|
2024
Q2 | $572K | Sell |
|
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|
2024
Q1 | $509K | Buy |
|
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|
2023
Q4 | $629K | Sell |
|
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|
2023
Q3 | $546K | Sell |
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|
2023
Q2 | $518K | Buy |
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|
2023
Q1 | $631K | Buy |
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|
2022
Q4 | $380K | Buy |
|
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|
2022
Q3 | $182K | Buy |
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|
2022
Q2 | $9K | Buy |
|