RAM Investment Partners’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 |
-25,414
| Closed | -$1.42M | – | 93 |
|
|
2024
Q4 | $1.42M | Buy |
25,414
+4,960
| +24% | +$278K | 0.35% | 25 |
|
|
2024
Q3 | $1.13M | Sell |
20,454
-12,115
| -37% | -$671K | 0.29% | 28 |
|
|
2024
Q2 | $1.44M | Buy |
32,569
+15,026
| +86% | +$662K | 0.42% | 21 |
|
|
2024
Q1 | $675K | Buy |
17,543
+5,166
| +42% | +$199K | 0.21% | 30 |
|
|
2023
Q4 | $592K | Buy |
12,377
+6,836
| +123% | +$327K | 0.21% | 32 |
|
|
2023
Q3 | $224K | Sell |
5,541
-100
| -2% | -$4.05K | 0.09% | 44 |
|
|
2023
Q2 | $216K | Buy |
5,641
+6
| +0.1% | +$230 | 0.09% | 46 |
|
|
2023
Q1 | $269K | Sell |
5,635
-5,500
| -49% | -$263K | 0.15% | 39 |
|
|
2022
Q4 | $438K | Buy |
+11,135
| New | +$438K | 0.27% | 29 |
|