Vantage Financial Partners (Wisconsin)’s Asana ASAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$206K	Sell	15,000 -5,000	-25%	-$68.7K	0.04%	202
2025 Q3	$267K	Hold	20,000	–	–	0.06%	174
2025 Q2	$270K	Sell	20,000 -26	-0.1%	-$407	0.06%	165
2025 Q1	$292K	Hold	20,026	–	–	0.07%	143
2024 Q4	$406K	Hold	20,026	–	–	0.1%	115
2024 Q3	$232K	Hold	20,026	–	–	0.06%	163
2024 Q2	$280K	Hold	20,026	–	–	0.07%	119
2024 Q1	$310K	Hold	20,026	–	–	0.08%	104
2023 Q4	$381K	Buy	20,026 +26	+0.1%	+$506	0.11%	88
2023 Q3	$366K	Hold	20,000	–	–	0.14%	52
2023 Q2	$441K	Sell	20,000 -2,800	-12%	-$56.1K	0.16%	45
2023 Q1	$482K	Hold	22,800	–	–	0.19%	46
2022 Q4	$314K	Buy	22,800 +7,800	+52%	+$142K	0.19%	43
2022 Q3	$333K	Hold	15,000	–	–	0.22%	35
2022 Q2	$264K	Hold	15,000	–	–	0.16%	43
2022 Q1	$600K	Buy	15,000 +10,000	+200%	+$520K	0.31%	22
2021 Q4	$373K	Buy	+5,000	New	+$529K	0.15%	35