UBS 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 |
-7,709,022
| Closed | -$432M | – | 9536 |
|
|
2024
Q4 | $432M | Buy |
7,709,022
+7,527,068
| +4,137% | +$422M | 0.08% | 189 |
|
|
2024
Q3 | $10.1M | Sell |
181,954
-32,137
| -15% | -$1.78M | ﹤0.01% | 1670 |
|
|
2024
Q2 | $9.44M | Buy |
214,091
+45,177
| +27% | +$1.99M | ﹤0.01% | 1638 |
|
|
2024
Q1 | $6.5M | Sell |
168,914
-12,320
| -7% | -$474K | ﹤0.01% | 1951 |
|
|
2023
Q4 | $8.67M | Buy |
181,234
+67,878
| +60% | +$3.25M | ﹤0.01% | 1559 |
|
|
2023
Q3 | $4.59M | Buy |
113,356
+76,499
| +208% | +$3.1M | ﹤0.01% | 1928 |
|
|
2023
Q2 | $1.41M | Buy |
36,857
+30,117
| +447% | +$1.15M | ﹤0.01% | 2995 |
|
|
2023
Q1 | $322K | Sell |
6,740
-1,613
| -19% | -$77.1K | ﹤0.01% | 4004 |
|
|
2022
Q4 | $329K | Sell |
8,353
-18,540
| -69% | -$730K | ﹤0.01% | 4004 |
|
|
2022
Q3 | $924K | Buy |
26,893
+6,011
| +29% | +$207K | ﹤0.01% | 2908 |
|
|
2022
Q2 | $656K | Buy |
20,882
+12,938
| +163% | +$406K | ﹤0.01% | 3166 |
|
|
2022
Q1 | $435K | Sell |
7,944
-7,416
| -48% | -$406K | ﹤0.01% | 3846 |
|
|
2021
Q4 | $1.19M | Sell |
15,360
-5,580
| -27% | -$432K | ﹤0.01% | 3308 |
|
|
2021
Q3 | $1.44M | Buy |
20,940
+7,598
| +57% | +$523K | ﹤0.01% | 2988 |
|
|
2021
Q2 | $965K | Sell |
13,342
-536
| -4% | -$38.8K | ﹤0.01% | 3281 |
|
|
2021
Q1 | $887K | Sell |
13,878
-82,788
| -86% | -$5.29M | ﹤0.01% | 3477 |
|
|
2020
Q4 | $6.7M | Buy |
96,666
+1,324
| +1% | +$91.8K | ﹤0.01% | 1628 |
|
|
2020
Q3 | $4.71M | Buy |
95,342
+11,219
| +13% | +$554K | ﹤0.01% | 1762 |
|
|
2020
Q2 | $4.28M | Buy |
84,123
+64,400
| +327% | +$3.28M | ﹤0.01% | 1700 |
|
|
2020
Q1 | $819K | Sell |
19,723
-5,425
| -22% | -$225K | ﹤0.01% | 2821 |
|
|
2019
Q4 | $1.13M | Sell |
25,148
-47,325
| -65% | -$2.13M | ﹤0.01% | 3231 |
|
|
2019
Q3 | $2.61M | Buy |
72,473
+32,866
| +83% | +$1.18M | ﹤0.01% | 2403 |
|
|
2019
Q2 | $1.92M | Buy |
39,607
+30,753
| +347% | +$1.49M | ﹤0.01% | 2543 |
|
|
2019
Q1 | $361K | Sell |
8,854
-4,949
| -36% | -$202K | ﹤0.01% | 3545 |
|
|
2018
Q4 | $343K | Buy |
13,803
+8,408
| +156% | +$209K | ﹤0.01% | 3740 |
|
|
2018
Q3 | $169K | Buy |
5,395
+3,971
| +279% | +$124K | ﹤0.01% | 4352 |
|
|
2018
Q2 | $37K | Buy |
+1,424
| New | +$37K | ﹤0.01% | 5327 |
|