Savant Capital’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 |
-72,218
| Closed | -$4.05M | – | 1672 |
|
|
2024
Q4 | $4.05M | Buy |
72,218
+25,833
| +56% | +$1.45M | 0.03% | 271 |
|
|
2024
Q3 | $2.57M | Buy |
46,385
+7,241
| +18% | +$401K | 0.02% | 354 |
|
|
2024
Q2 | $1.73M | Buy |
39,144
+27,063
| +224% | +$1.19M | 0.02% | 420 |
|
|
2024
Q1 | $465K | Buy |
+12,081
| New | +$465K | 0.01% | 756 |
|