Moody National Bank Trust Division’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 |
-4,290
| Closed | -$240K | – | 514 |
|
|
2024
Q4 | $240K | Sell |
4,290
-26,347
| -86% | -$1.48M | 0.03% | 441 |
|
|
2024
Q3 | $1.7M | Sell |
30,637
-11,250
| -27% | -$623K | 0.18% | 132 |
|
|
2024
Q2 | $1.85M | Sell |
41,887
-2,236
| -5% | -$98.6K | 0.14% | 91 |
|
|
2024
Q1 | $1.7M | Buy |
44,123
+7,431
| +20% | +$286K | 0.13% | 108 |
|
|
2023
Q4 | $1.75M | Buy |
+36,692
| New | +$1.75M | 0.14% | 111 |
|