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