Zurich Cantonal Bank’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 |
-35,057
| Closed | -$1.96M | – | 2712 |
|
|
2024
Q4 | $1.96M | Buy |
35,057
+5,750
| +20% | +$322K | 0.01% | 854 |
|
|
2024
Q3 | $1.62M | Buy |
29,307
+952
| +3% | +$52.7K | ﹤0.01% | 881 |
|
|
2024
Q2 | $1.25M | Buy |
28,355
+708
| +3% | +$31.2K | ﹤0.01% | 954 |
|
|
2024
Q1 | $1.06M | Sell |
27,647
-8,154
| -23% | -$314K | ﹤0.01% | 1035 |
|
|
2023
Q4 | $1.71M | Buy |
35,801
+11,065
| +45% | +$529K | 0.01% | 789 |
|
|
2023
Q3 | $1M | Sell |
24,736
-3,265
| -12% | -$132K | ﹤0.01% | 967 |
|
|
2023
Q2 | $1.07M | Buy |
28,001
+8,305
| +42% | +$318K | ﹤0.01% | 913 |
|
|
2023
Q1 | $941K | Buy |
19,696
+2,104
| +12% | +$101K | ﹤0.01% | 926 |
|
|
2022
Q4 | $692K | Buy |
17,592
+1,767
| +11% | +$69.5K | ﹤0.01% | 1070 |
|
|
2022
Q3 | $544K | Buy |
15,825
+1,478
| +10% | +$50.8K | ﹤0.01% | 1144 |
|
|
2022
Q2 | $451K | Sell |
14,347
-1,084
| -7% | -$34.1K | ﹤0.01% | 1292 |
|
|
2022
Q1 | $845K | Sell |
15,431
-1,081
| -7% | -$59.2K | ﹤0.01% | 1009 |
|
|
2021
Q4 | $1.28M | Buy |
16,512
+5,126
| +45% | +$397K | 0.01% | 898 |
|
|
2021
Q3 | $784K | Hold |
11,386
| – | – | ﹤0.01% | 1030 |
|
|
2021
Q2 | $823K | Sell |
11,386
-629
| -5% | -$45.5K | ﹤0.01% | 959 |
|
|
2021
Q1 | $768K | Sell |
12,015
-1,280
| -10% | -$81.8K | ﹤0.01% | 982 |
|
|
2020
Q4 | $921K | Buy |
13,295
+721
| +6% | +$49.9K | 0.01% | 982 |
|
|
2020
Q3 | $621K | Buy |
12,574
+1,082
| +9% | +$53.4K | ﹤0.01% | 998 |
|
|
2020
Q2 | $585K | Buy |
11,492
+3,817
| +50% | +$194K | 0.01% | 953 |
|
|
2020
Q1 | $319K | Buy |
7,675
+2,199
| +40% | +$91.4K | ﹤0.01% | 1015 |
|
|
2019
Q4 | $246K | Hold |
5,476
| – | – | ﹤0.01% | 1227 |
|
|
2019
Q3 | $197K | Buy |
5,476
+3,175
| +138% | +$114K | ﹤0.01% | 1252 |
|
|
2019
Q2 | $111K | Buy |
+2,301
| New | +$111K | ﹤0.01% | 1562 |
|