Oak Thistle LLC’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 |
-14,238
| Closed | -$798K | – | 587 |
|
|
2024
Q4 | $798K | Sell |
14,238
-4,243
| -23% | -$238K | 0.24% | 167 |
|
|
2024
Q3 | $1.02M | Sell |
18,481
-6,765
| -27% | -$375K | 0.33% | 99 |
|
|
2024
Q2 | $1.11M | Buy |
+25,246
| New | +$1.11M | 0.83% | 3 |
|
|
2023
Q4 | – | Sell |
-7,924
| Closed | -$321K | – | 676 |
|
|
2023
Q3 | $321K | Buy |
+7,924
| New | +$321K | 0.09% | 375 |
|
|
2023
Q2 | – | Sell |
-18,110
| Closed | -$866K | – | 565 |
|
|
2023
Q1 | $866K | Buy |
+18,110
| New | +$866K | 0.51% | 19 |
|