Creative Planning Smartsheet Inc Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Smartsheet Inc stock. As of the latest transaction made, Creative Planning holds 10,779 shares of SMAR stock, worth $603,192. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,779

Previous 10,058 7.17%

Holding current value

$603,192

Previous $443,000 34.54%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$42.95 - $55.46 $30,966 - $39,986	721 Added 7.17%	10,779 $596,000
Q2 2024 Aug 15, 2024	SELL	$36.58 - $44.29 $32,190 - $38,975	-880 Reduced 8.05%	10,058 $443,000
Q1 2024 May 10, 2024	BUY	$37.52 - $48.57 $118,638 - $153,578	3,162 Added 40.66%	10,938 $421,000
Q4 2023 Feb 14, 2024	SELL	$38.1 - $48.42 $3,314 - $4,212	-87 Reduced 1.11%	7,776 $371,000
Q3 2023 Nov 16, 2023	SELL	$37.85 - $44.4 $4,504 - $5,283	-119 Reduced 1.49%	7,863 $318,000
Q2 2023 Jul 21, 2023	BUY	$37.97 - $51.66 $16,896 - $22,988	445 Added 5.9%	7,982 $305,000
Q1 2023 May 15, 2023	SELL	$35.73 - $48.01 $12,648 - $16,995	-354 Reduced 4.49%	7,537 $360,000
Q4 2022 Feb 10, 2023	BUY	$25.24 - $42.5 $4,543 - $7,650	180 Added 2.33%	7,891 $310,000
Q3 2022 Nov 03, 2022	BUY	$28.46 - $40.15 $17,929 - $25,294	630 Added 8.9%	7,711 $265,000
Q2 2022 Aug 15, 2022	SELL	$27.45 - $57.45 $20,011 - $41,881	-729 Reduced 9.33%	7,081 $223,000
Q1 2022 May 16, 2022	SELL	$43.2 - $76.43 $123,940 - $219,277	-2,869 Reduced 26.87%	7,810 $428,000
Q4 2021 Feb 11, 2022	SELL	$59.49 - $79.82 $223,206 - $299,484	-3,752 Reduced 26.0%	10,679 $827,000
Q3 2021 Nov 10, 2021	BUY	$67.72 - $83.77 $146,275 - $180,943	2,160 Added 17.6%	14,431 $993,000
Q2 2021 Aug 04, 2021	BUY	$52.16 - $73.89 $169,780 - $240,511	3,255 Added 36.1%	12,271 $887,000
Q1 2021 Apr 30, 2021	BUY	$59.79 - $84.41 $956 - $1,350	16 Added 0.18%	9,016 $576,000
Q4 2020 Jan 29, 2021	BUY	$48.93 - $73.86 $15,657 - $23,635	320 Added 3.69%	9,000 $624,000
Q3 2020 Nov 05, 2020	BUY	$41.04 - $59.64 $6,032 - $8,767	147 Added 1.72%	8,680 $429,000
Q2 2020 Jul 23, 2020	SELL	$39.34 - $59.32 $24,154 - $36,422	-614 Reduced 6.71%	8,533 $435,000
Q1 2020 May 05, 2020	BUY	$32.05 - $51.77 $1,602 - $2,588	50 Added 0.55%	9,147 $380,000
Q4 2019 Jan 30, 2020	SELL	$34.8 - $47.43 $245,722 - $334,903	-7,061 Reduced 43.7%	9,097 $409,000
Q3 2019 Nov 01, 2019	BUY	$36.03 - $54.94 $256,101 - $390,513	7,108 Added 78.54%	16,158 $582,000
Q4 2018 Feb 01, 2019	BUY	$21.61 - $30.32 $195,570 - $274,396	9,050 New	9,050 $225,000

Others Institutions Holding SMAR

# of Institutions

469

Shares Held

122M

Call Options Held

2.22M

Put Options Held

2.56M

View Full List

About SMARTSHEET INC

Ticker SMAR
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 130,600,000
Market Cap $7.31B
Description
Smartsheet Inc. provides cloud-based enterprise platform to plan, capture, manage, automate, and report on work for teams and organizations. The company offers Dashboards for real-time visibility into the status of work to align individuals, managers, and executives; Portals to locate and access from any device the resources available for a proj...

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Creative Planning Smartsheet Inc Transaction History