William E. Oberndorf’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-93,955
| Closed | -$4.14M | – | 11 |
|
|
2024
Q2 | $4.14M | Hold |
93,955
| – | – | 7.26% | 6 |
|
|
2024
Q1 | $3.62M | Hold |
93,955
| – | – | 5.9% | 8 |
|
|
2023
Q4 | $4.49M | Buy |
93,955
+33,818
| +56% | +$1.62M | 7.32% | 8 |
|
|
2023
Q3 | $2.43M | Buy |
60,137
+12,900
| +27% | +$522K | 4.45% | 7 |
|
|
2023
Q2 | $1.81M | Buy |
47,237
+7,676
| +19% | +$294K | 2.87% | 9 |
|
|
2023
Q1 | $1.89M | Hold |
39,561
| – | – | 3.82% | 9 |
|
|
2022
Q4 | $1.56M | Sell |
39,561
-12,000
| -23% | -$472K | 3.67% | 8 |
|
|
2022
Q3 | $1.77M | Hold |
51,561
| – | – | 3.81% | 6 |
|
|
2022
Q2 | $1.62M | Hold |
51,561
| – | – | 3.63% | 7 |
|
|
2022
Q1 | $2.83M | Sell |
51,561
-273,318
| -84% | -$15M | 4.31% | 6 |
|
|
2021
Q4 | $25.2M | Hold |
324,879
| – | – | 29.53% | 1 |
|
|
2021
Q3 | $22.4M | Hold |
324,879
| – | – | 17.45% | 3 |
|
|
2021
Q2 | $23.5M | Hold |
324,879
| – | – | 16.15% | 3 |
|
|
2021
Q1 | $20.8M | Hold |
324,879
| – | – | 16.66% | 2 |
|
|
2020
Q4 | $22.5M | Hold |
324,879
| – | – | 10.09% | 2 |
|
|
2020
Q3 | $16.1M | Buy |
324,879
+132,656
| +69% | +$6.56M | 8.85% | 2 |
|
|
2020
Q2 | $9.79M | Buy |
192,223
+24,478
| +15% | +$1.25M | 4.85% | 4 |
|
|
2020
Q1 | $6.96M | Buy |
+167,745
| New | +$6.96M | 4.91% | 4 |
|