WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
ASAN holding history
Asana, Inc. in every 13F filed by WR Wealth Planners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ASAN overviewAll 13F holders of ASANFull Q4 2024 holdings
- Shares (Q4 2024)
- 21
- Value
- $426
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 21 | $426 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 21 | $243 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 21 | $294 | <0.1% | +21 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −74−100.0% | Sold out | Holders |
| Q2 2022 | 74 | $1.30K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 74 | $2.96K | <0.1% | – | No prior filing | Holders |