Creative Planning’s Asana ASAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,273
| Closed | -$150K | – | 3599 |
|
|
2025
Q1 | $150K | Buy |
10,273
+10,157
| +8,756% | +$148K | ﹤0.01% | 3146 |
|
|
2024
Q4 | $2.35K | Buy |
+116
| New | +$2.35K | ﹤0.01% | 3433 |
|
|
2023
Q2 | – | Sell |
-34
| Closed | -$719 | – | 2541 |
|
|
2023
Q1 | $719 | Buy |
+34
| New | +$719 | ﹤0.01% | 2470 |
|
|
2021
Q2 | – | Sell |
-10,041
| Closed | -$287K | – | 2007 |
|
|
2021
Q1 | $287K | Buy |
10,041
+2,125
| +27% | +$60.7K | ﹤0.01% | 1789 |
|
|
2020
Q4 | $234K | Buy |
+7,916
| New | +$234K | ﹤0.01% | 1748 |
|