A detailed history of Caliber Wealth Management, LLC transactions in Asana, Inc. stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 118,051 shares of ASAN stock, worth $1.68 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
118,051
Previous 109,596 7.71%
Holding current value
$1.68 Million
Previous $2.08 Million 12.24%
% of portfolio
0.97%
Previous 1.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

BUY
$15.28 - $20.07 $129,192 - $169,691
8,455 Added 7.71%
118,051 $1.83 Million
Q4 2023

Apr 22, 2024

SELL
$15.92 - $23.31 $18,276 - $26,759
-1,148 Reduced 1.04%
109,596 $2.08 Million
Q3 2023

Oct 16, 2023

BUY
$17.04 - $24.41 $235,782 - $337,761
13,837 Added 14.28%
110,744 $2.03 Million
Q2 2023

Jul 27, 2023

BUY
$15.62 - $25.03 $1.51 Million - $2.43 Million
96,907 New
96,907 $2.14 Million
Q4 2021

Jan 20, 2022

SELL
$64.2 - $142.68 $112,992 - $251,116
-1,760 Closed
0 $0
Q3 2021

Oct 25, 2021

BUY
$61.33 - $124.48 $107,940 - $219,084
1,760 New
1,760 $208,000

Others Institutions Holding ASAN

About Asana, Inc.


  • Ticker ASAN
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 125,545,000
  • Market Cap $1.79B
  • Description
  • Asana, Inc., together with its subsidiaries, operates a work management platform for individuals, team leads, and executives in the United States and internationally. The company's platform enables teams to orchestrate work from daily tasks to cross-functional strategic initiatives; and manages product launches, marketing campaigns, and organiza...
More about ASAN
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