Northwestern Mutual Wealth 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 |
-65
| Closed | -$3.64K | – | 4019 |
|
|
2024
Q4 | $3.64K | Hold |
65
| – | – | ﹤0.01% | 3035 |
|
|
2024
Q3 | $3.6K | Buy |
65
+26
| +67% | +$1.44K | ﹤0.01% | 2989 |
|
|
2024
Q2 | $1.72K | Sell |
39
-1,734
| -98% | -$76.4K | ﹤0.01% | 3133 |
|
|
2024
Q1 | $68.3K | Sell |
1,773
-2,047
| -54% | -$78.8K | ﹤0.01% | 1957 |
|
|
2023
Q4 | $183K | Buy |
+3,820
| New | +$183K | ﹤0.01% | 1542 |
|
|
2023
Q2 | – | Sell |
-4,612
| Closed | -$220K | – | 3664 |
|
|
2023
Q1 | $220K | Buy |
+4,612
| New | +$220K | ﹤0.01% | 1404 |
|
|
2022
Q4 | – | Sell |
-500
| Closed | -$17K | – | 3500 |
|
|
2022
Q3 | $17K | Buy |
500
+358
| +252% | +$12.2K | ﹤0.01% | 2283 |
|
|
2022
Q2 | $5K | Buy |
+142
| New | +$5K | ﹤0.01% | 2733 |
|