A detailed history of Moser Wealth Advisors, LLC transactions in Smartsheet Inc stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 3,565 shares of SMAR stock, worth $200,531. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,565
Previous 5,487 35.03%
Holding current value
$200,531
Previous $211,000 25.59%
% of portfolio
0.09%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$36.58 - $44.29 $70,306 - $85,125
-1,922 Reduced 35.03%
3,565 $157,000
Q1 2024

May 01, 2024

SELL
$37.52 - $48.57 $58,381 - $75,574
-1,556 Reduced 22.09%
5,487 $211,000
Q4 2023

Feb 06, 2024

BUY
$38.1 - $48.42 $268,338 - $341,022
7,043 New
7,043 $336,000

Others Institutions Holding SMAR

About SMARTSHEET INC


  • Ticker SMAR
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 130,600,000
  • Market Cap $7.35B
  • 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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