A detailed history of Venturi Wealth Management, LLC transactions in Smartsheet Inc stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,215 shares of SMAR stock, worth $68,015. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,215
Previous 575 111.3%
Holding current value
$68,015
Previous $25,000 168.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$42.95 - $55.46 $27,488 - $35,494
640 Added 111.3%
1,215 $67,000
Q2 2024

Jul 19, 2024

BUY
$36.58 - $44.29 $10,864 - $13,154
297 Added 106.83%
575 $25,000
Q1 2024

Apr 23, 2024

BUY
$37.52 - $48.57 $5,853 - $7,576
156 Added 127.87%
278 $10,000
Q4 2023

Jan 23, 2024

SELL
$38.1 - $48.42 $3,924 - $4,987
-103 Reduced 45.78%
122 $5,000
Q3 2023

Nov 02, 2023

BUY
$37.85 - $44.4 $8,516 - $9,990
225 New
225 $9,000

Others Institutions Holding SMAR

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...
More about SMAR
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