Motley Fool Asset Management’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 |
-66,089
| Closed | -$3.7M | – | 242 |
|
2024
Q4 | $3.7M | Buy |
66,089
+4,325
| +7% | +$242K | 0.19% | 97 |
|
2024
Q3 | $3.42M | Sell |
61,764
-1,408
| -2% | -$77.9K | 0.2% | 95 |
|
2024
Q2 | $2.81M | Sell |
63,172
-6,032
| -9% | -$268K | 0.19% | 99 |
|
2024
Q1 | $2.66M | Sell |
69,204
-2,830
| -4% | -$109K | 0.17% | 103 |
|
2023
Q4 | $3.44M | Buy |
72,034
+7,814
| +12% | +$374K | 0.26% | 81 |
|
2023
Q3 | $2.6M | Sell |
64,220
-1,174
| -2% | -$47.5K | 0.21% | 87 |
|
2023
Q2 | $2.5M | Buy |
65,394
+19,424
| +42% | +$743K | 0.22% | 81 |
|
2023
Q1 | $2.2M | Sell |
45,970
-3,178
| -6% | -$152K | 0.24% | 74 |
|
2022
Q4 | $1.93M | Sell |
49,148
-4,876
| -9% | -$192K | 0.22% | 85 |
|
2022
Q3 | $1.86M | Sell |
54,024
-2,610
| -5% | -$89.7K | 0.18% | 91 |
|
2022
Q2 | $1.95M | Sell |
56,634
-5,465
| -9% | -$188K | 0.18% | 90 |
|
2022
Q1 | $3.4M | Sell |
62,099
-11,960
| -16% | -$655K | 0.25% | 79 |
|
2021
Q4 | $5.74M | Sell |
74,059
-3,765
| -5% | -$292K | 0.37% | 72 |
|
2021
Q3 | $5.36M | Sell |
77,824
-1,275
| -2% | -$87.7K | 0.35% | 71 |
|
2021
Q2 | $5.72M | Sell |
79,099
-4,250
| -5% | -$307K | 0.38% | 66 |
|
2021
Q1 | $5.33M | Buy |
83,349
+12,750
| +18% | +$815K | 0.38% | 71 |
|
2020
Q4 | $4.89M | Buy |
70,599
+12,750
| +22% | +$883K | 0.37% | 67 |
|
2020
Q3 | $2.87M | Buy |
57,849
+3,825
| +7% | +$190K | 0.26% | 79 |
|
2020
Q2 | $2.75M | Buy |
54,024
+4,675
| +9% | +$238K | 0.28% | 70 |
|
2020
Q1 | $2.05M | Sell |
49,349
-425
| -0.9% | -$17.6K | 0.27% | 69 |
|
2019
Q4 | $2.24M | Sell |
49,774
-1,700
| -3% | -$76.4K | 0.24% | 75 |
|
2019
Q3 | $1.86M | Sell |
51,474
-850
| -2% | -$30.6K | 0.22% | 76 |
|
2019
Q2 | $2.53M | Buy |
52,324
+850
| +2% | +$41.1K | 0.28% | 67 |
|
2019
Q1 | $2.1M | Sell |
51,474
-12,360
| -19% | -$504K | 0.24% | 73 |
|
2018
Q4 | $1.59M | Buy |
+63,834
| New | +$1.59M | 0.22% | 71 |
|