Vantage Financial Partners (Wisconsin)’s Asana ASAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
20,000
-26
| -0.1% | -$351 | 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% | +$494 | 0.11% | 88 |
|
|
2023
Q3 | $366K | Hold |
20,000
| – | – | 0.14% | 52 |
|
|
2023
Q2 | $441K | Sell |
20,000
-2,800
| -12% | -$61.7K | 0.16% | 45 |
|
|
2023
Q1 | $482K | Hold |
22,800
| – | – | 0.19% | 46 |
|
|
2022
Q4 | $314K | Buy |
22,800
+7,800
| +52% | +$107K | 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% | +$400K | 0.31% | 22 |
|
|
2021
Q4 | $373K | Buy |
+5,000
| New | +$373K | 0.15% | 35 |
|