WCM Investment Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-282,516
| Closed | -$15.6M | – | 331 |
|
|
2024
Q3 | $15.6M | Sell |
282,516
-141,350
| -33% | -$7.82M | 0.04% | 119 |
|
|
2024
Q2 | $18.5M | Buy |
423,866
+9,396
| +2% | +$409K | 0.04% | 107 |
|
|
2024
Q1 | $16M | Buy |
414,470
+3,592
| +0.9% | +$138K | 0.04% | 116 |
|
|
2023
Q4 | $19.8M | Buy |
410,878
+127,155
| +45% | +$6.14M | 0.05% | 96 |
|
|
2023
Q3 | $11.5M | Buy |
283,723
+5,560
| +2% | +$226K | 0.03% | 121 |
|
|
2023
Q2 | $10.6M | Sell |
278,163
-88,911
| -24% | -$3.39M | 0.03% | 132 |
|
|
2023
Q1 | $17.5M | Buy |
367,074
+2,025
| +0.6% | +$96.8K | 0.06% | 86 |
|
|
2022
Q4 | $14.4M | Buy |
365,049
+4,863
| +1% | +$191K | 0.05% | 94 |
|
|
2022
Q3 | $12.4M | Buy |
360,186
+10,188
| +3% | +$349K | 0.04% | 103 |
|
|
2022
Q2 | $11M | Buy |
349,998
+58,780
| +20% | +$1.84M | 0.04% | 120 |
|
|
2022
Q1 | $16M | Buy |
291,218
+60,090
| +26% | +$3.29M | 0.04% | 90 |
|
|
2021
Q4 | $17.9M | Buy |
231,128
+68,758
| +42% | +$5.33M | 0.04% | 82 |
|
|
2021
Q3 | $11.2M | Buy |
+162,370
| New | +$11.2M | 0.03% | 119 |
|