PCTC
SMAR
Perkins Coie Trust Company’s Smartsheet Inc. SMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,481
| Closed | -$419K | – | 493 |
|
|
2024
Q4 | $419K | Hold |
7,481
| – | – | 0.09% | 83 |
|
|
2024
Q3 | $414K | Hold |
7,481
| – | – | 0.09% | 83 |
|
|
2024
Q2 | $330K | Hold |
7,481
| – | – | 0.08% | 83 |
|
|
2024
Q1 | $288K | Hold |
7,481
| – | – | 0.07% | 87 |
|
|
2023
Q4 | $358K | Sell |
7,481
-650
| -8% | -$31.1K | 0.09% | 82 |
|
|
2023
Q3 | $329K | Hold |
8,131
| – | – | 0.09% | 80 |
|
|
2023
Q2 | $311K | Hold |
8,131
| – | – | 0.09% | 79 |
|
|
2023
Q1 | $389K | Hold |
8,131
| – | – | 0.12% | 73 |
|
|
2022
Q4 | $320K | Hold |
8,131
| – | – | 0.1% | 74 |
|
|
2022
Q3 | $279K | Hold |
8,131
| – | – | 0.11% | 73 |
|
|
2022
Q2 | $256K | Hold |
8,131
| – | – | 0.09% | 76 |
|
|
2022
Q1 | $445K | Hold |
8,131
| – | – | 0.14% | 70 |
|
|
2021
Q4 | $630K | Sell |
8,131
-244
| -3% | -$18.9K | 0.18% | 66 |
|
|
2021
Q3 | $576K | Hold |
8,375
| – | – | 0.18% | 74 |
|
|
2021
Q2 | $606K | Sell |
8,375
-307
| -4% | -$22.2K | 0.19% | 72 |
|
|
2021
Q1 | $555K | Hold |
8,682
| – | – | 0.19% | 71 |
|
|
2020
Q4 | $602K | Sell |
8,682
-2,399
| -22% | -$166K | 0.21% | 69 |
|
|
2020
Q3 | $548K | Sell |
11,081
-325
| -3% | -$16.1K | 0.22% | 70 |
|
|
2020
Q2 | $581K | Sell |
11,406
-1,551
| -12% | -$79K | 0.24% | 69 |
|
|
2020
Q1 | $538K | Sell |
12,957
-121
| -0.9% | -$5.02K | 0.27% | 72 |
|
|
2019
Q4 | $587K | Sell |
13,078
-416
| -3% | -$18.7K | 0.24% | 74 |
|
|
2019
Q3 | $486K | Hold |
13,494
| – | – | 0.22% | 75 |
|
|
2019
Q2 | $653K | Buy |
13,494
+7,654
| +131% | +$370K | 0.3% | 69 |
|
|
2019
Q1 | $238K | Hold |
5,840
| – | – | 0.11% | 88 |
|
|
2018
Q4 | $145K | Buy |
+5,840
| New | +$145K | 0.08% | 99 |
|