Wells Fargo’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 |
-16,752
| Closed | -$939K | – | 6713 |
|
|
2024
Q4 | $939K | Sell |
16,752
-17,383
| -51% | -$974K | ﹤0.01% | 3310 |
|
|
2024
Q3 | $1.89M | Buy |
34,135
+814
| +2% | +$45.1K | ﹤0.01% | 2793 |
|
|
2024
Q2 | $1.47M | Sell |
33,321
-17,664
| -35% | -$779K | ﹤0.01% | 2935 |
|
|
2024
Q1 | $1.96M | Buy |
50,985
+404
| +0.8% | +$15.6K | ﹤0.01% | 2703 |
|
|
2023
Q4 | $2.42M | Buy |
50,581
+66
| +0.1% | +$3.16K | ﹤0.01% | 2494 |
|
|
2023
Q3 | $2.04M | Sell |
50,515
-3,518
| -7% | -$142K | ﹤0.01% | 2599 |
|
|
2023
Q2 | $2.07M | Buy |
54,033
+2,937
| +6% | +$112K | ﹤0.01% | 2737 |
|
|
2023
Q1 | $2.44M | Buy |
51,096
+22,713
| +80% | +$1.09M | ﹤0.01% | 2537 |
|
|
2022
Q4 | $1.12M | Buy |
28,383
+1,157
| +4% | +$45.5K | ﹤0.01% | 2996 |
|
|
2022
Q3 | $936K | Sell |
27,226
-2,092
| -7% | -$71.9K | ﹤0.01% | 3084 |
|
|
2022
Q2 | $922K | Sell |
29,318
-87,618
| -75% | -$2.76M | ﹤0.01% | 3150 |
|
|
2022
Q1 | $6.41M | Buy |
116,936
+18,005
| +18% | +$986K | ﹤0.01% | 2119 |
|
|
2021
Q4 | $7.66M | Buy |
98,931
+48,392
| +96% | +$3.75M | ﹤0.01% | 2001 |
|
|
2021
Q3 | $3.48M | Buy |
50,539
+19,599
| +63% | +$1.35M | ﹤0.01% | 3035 |
|
|
2021
Q2 | $2.24M | Sell |
30,940
-6,118
| -17% | -$442K | ﹤0.01% | 3415 |
|
|
2021
Q1 | $2.37M | Sell |
37,058
-83,405
| -69% | -$5.33M | ﹤0.01% | 3349 |
|
|
2020
Q4 | $8.35M | Buy |
120,463
+18,043
| +18% | +$1.25M | ﹤0.01% | 2237 |
|
|
2020
Q3 | $5.06M | Buy |
102,420
+1,119
| +1% | +$55.3K | ﹤0.01% | 2468 |
|
|
2020
Q2 | $5.16M | Buy |
101,301
+32,127
| +46% | +$1.64M | ﹤0.01% | 2406 |
|
|
2020
Q1 | $2.87M | Buy |
69,174
+39,033
| +130% | +$1.62M | ﹤0.01% | 2655 |
|
|
2019
Q4 | $1.36M | Buy |
30,141
+600
| +2% | +$27K | ﹤0.01% | 3593 |
|
|
2019
Q3 | $1.06M | Buy |
29,541
+9,705
| +49% | +$350K | ﹤0.01% | 3731 |
|
|
2019
Q2 | $960K | Buy |
19,836
+12,482
| +170% | +$604K | ﹤0.01% | 3827 |
|
|
2019
Q1 | $300K | Buy |
7,354
+280
| +4% | +$11.4K | ﹤0.01% | 4558 |
|
|
2018
Q4 | $176K | Buy |
7,074
+5,610
| +383% | +$140K | ﹤0.01% | 4799 |
|
|
2018
Q3 | $46K | Buy |
1,464
+614
| +72% | +$19.3K | ﹤0.01% | 5316 |
|
|
2018
Q2 | $22K | Buy |
+850
| New | +$22K | ﹤0.01% | 5478 |
|