AFAS
Acorn Financial Advisory Services’s Asana ASAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Sell |
60,162
-2,428
| -4% | -$32.8K | 0.13% | 76 |
|
|
2025
Q1 | $912K | Buy |
62,590
+301
| +0.5% | +$4.39K | 0.16% | 71 |
|
|
2024
Q4 | $1.26M | Sell |
62,289
-17,019
| -21% | -$345K | 0.21% | 53 |
|
|
2024
Q3 | $919K | Sell |
79,308
-1,979
| -2% | -$22.9K | 0.16% | 69 |
|
|
2024
Q2 | $1.14M | Buy |
81,287
+3,835
| +5% | +$53.7K | 0.21% | 55 |
|
|
2024
Q1 | $1.2M | Buy |
77,452
+24,208
| +45% | +$375K | 0.23% | 60 |
|
|
2023
Q4 | $1.01M | Buy |
53,244
+4,945
| +10% | +$94K | 0.18% | 90 |
|
|
2023
Q3 | $884K | Buy |
48,299
+335
| +0.7% | +$6.13K | 0.16% | 96 |
|
|
2023
Q2 | $1.06M | Sell |
47,964
-2,330
| -5% | -$51.4K | 0.19% | 78 |
|
|
2023
Q1 | $1.06M | Buy |
50,294
+438
| +0.9% | +$9.26K | 0.21% | 72 |
|
|
2022
Q4 | $687K | Buy |
49,856
+14,113
| +39% | +$194K | 0.15% | 97 |
|
|
2022
Q3 | $795K | Buy |
35,743
+837
| +2% | +$18.6K | 0.19% | 83 |
|
|
2022
Q2 | $614K | Buy |
34,906
+20,574
| +144% | +$362K | 0.15% | 95 |
|
|
2022
Q1 | $573K | Sell |
14,332
-331
| -2% | -$13.2K | 0.11% | 120 |
|
|
2021
Q4 | $1.09M | Buy |
14,663
+145
| +1% | +$10.8K | 0.22% | 71 |
|
|
2021
Q3 | $1.51M | Buy |
14,518
+940
| +7% | +$97.6K | 0.47% | 56 |
|
|
2021
Q2 | $842K | Buy |
+13,578
| New | +$842K | 0.25% | 103 |
|