Lombard Odier Asset Management (USA)’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 |
-3,808
| Closed | -$213K | – | 315 |
|
|
2024
Q4 | $213K | Buy |
+3,808
| New | +$213K | 0.02% | 194 |
|
|
2024
Q2 | – | Sell |
-11,205
| Closed | -$431K | – | 346 |
|
|
2024
Q1 | $431K | Buy |
11,205
+3,268
| +41% | +$126K | 0.01% | 144 |
|
|
2023
Q4 | $380K | Buy |
+7,937
| New | +$380K | 0.01% | 128 |
|
|
2023
Q3 | – | Sell |
-10,352
| Closed | -$396K | – | 333 |
|
|
2023
Q2 | $396K | Buy |
10,352
+3,932
| +61% | +$150K | 0.01% | 136 |
|
|
2023
Q1 | $307K | Buy |
+6,420
| New | +$307K | 0.01% | 125 |
|
|
2022
Q1 | – | Sell |
-2,768
| Closed | -$214K | – | 331 |
|
|
2021
Q4 | $214K | Buy |
+2,768
| New | +$214K | 0.01% | 221 |
|