Venturi Wealth Management’s Asana ASAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-650
| Closed | -$13.2K | – | 654 |
|
|
2024
Q4 | $13.2K | Hold |
650
| – | – | ﹤0.01% | 1360 |
|
|
2024
Q3 | $7.53K | Hold |
650
| – | – | ﹤0.01% | 1271 |
|
|
2024
Q2 | $9.09K | Hold |
650
| – | – | ﹤0.01% | 1123 |
|
|
2024
Q1 | $10.1K | Hold |
650
| – | – | ﹤0.01% | 933 |
|
|
2023
Q4 | $12.4K | Hold |
650
| – | – | ﹤0.01% | 825 |
|
|
2023
Q3 | $11.9K | Hold |
650
| – | – | ﹤0.01% | 763 |
|
|
2023
Q2 | $14.3K | Hold |
650
| – | – | ﹤0.01% | 606 |
|
|
2023
Q1 | $13.7K | Buy |
+650
| New | +$13.7K | ﹤0.01% | 665 |
|