Principal Financial Group’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 |
-11,375
| Closed | -$637K | – | 2243 |
|
|
2024
Q4 | $637K | Sell |
11,375
-163
| -1% | -$9.13K | ﹤0.01% | 1929 |
|
|
2024
Q3 | $639K | Buy |
11,538
+266
| +2% | +$14.7K | ﹤0.01% | 1900 |
|
|
2024
Q2 | $497K | Sell |
11,272
-1,590
| -12% | -$70.1K | ﹤0.01% | 1960 |
|
|
2024
Q1 | $495K | Sell |
12,862
-638
| -5% | -$24.6K | ﹤0.01% | 1985 |
|
|
2023
Q4 | $646K | Sell |
13,500
-2,050
| -13% | -$98K | ﹤0.01% | 1905 |
|
|
2023
Q3 | $629K | Buy |
15,550
+1,180
| +8% | +$47.7K | ﹤0.01% | 1907 |
|
|
2023
Q2 | $550K | Buy |
14,370
+891
| +7% | +$34.1K | ﹤0.01% | 1933 |
|
|
2023
Q1 | $644K | Sell |
13,479
-2,638
| -16% | -$126K | ﹤0.01% | 1919 |
|
|
2022
Q4 | $634K | Buy |
16,117
+1,575
| +11% | +$62K | ﹤0.01% | 1927 |
|
|
2022
Q3 | $500K | Sell |
14,542
-2,662
| -15% | -$91.5K | ﹤0.01% | 1965 |
|
|
2022
Q2 | $541K | Buy |
17,204
+5,312
| +45% | +$167K | ﹤0.01% | 2036 |
|
|
2022
Q1 | $651K | Sell |
11,892
-1,159
| -9% | -$63.4K | ﹤0.01% | 2062 |
|
|
2021
Q4 | $1.01M | Buy |
13,051
+681
| +6% | +$52.8K | ﹤0.01% | 1977 |
|
|
2021
Q3 | $851K | Sell |
12,370
-692
| -5% | -$47.6K | ﹤0.01% | 2048 |
|
|
2021
Q2 | $945K | Buy |
13,062
+542
| +4% | +$39.2K | ﹤0.01% | 2052 |
|
|
2021
Q1 | $800K | Sell |
12,520
-1,040
| -8% | -$66.5K | ﹤0.01% | 2044 |
|
|
2020
Q4 | $940K | Sell |
13,560
-444
| -3% | -$30.8K | ﹤0.01% | 1958 |
|
|
2020
Q3 | $692K | Sell |
14,004
-2,430
| -15% | -$120K | ﹤0.01% | 1942 |
|
|
2020
Q2 | $837K | Buy |
+16,434
| New | +$837K | ﹤0.01% | 1862 |
|
|
2019
Q4 | – | Sell |
-11,506
| Closed | -$415K | – | 2296 |
|
|
2019
Q3 | $415K | Sell |
11,506
-204,691
| -95% | -$7.38M | ﹤0.01% | 1988 |
|
|
2019
Q2 | $10.5M | Buy |
216,197
+14,580
| +7% | +$706K | 0.01% | 1193 |
|
|
2019
Q1 | $8.22M | Buy |
201,617
+6,193
| +3% | +$253K | 0.01% | 1346 |
|
|
2018
Q4 | $4.86M | Sell |
195,424
-17,155
| -8% | -$426K | 0.01% | 1516 |
|
|
2018
Q3 | $6.65M | Buy |
212,579
+398
| +0.2% | +$12.4K | 0.01% | 1510 |
|
|
2018
Q2 | $5.51M | Buy |
+212,181
| New | +$5.51M | 0.01% | 1566 |
|