AWM
AZPN
Activest Wealth Management’s Aspen Technology Inc AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1456 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1202 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 776 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 708 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 531 |
|
|
2023
Q3 | – | Sell |
-234
| Closed | -$50K | – | 541 |
|
|
2023
Q2 | $50K | Hold |
234
| – | – | 0.03% | 68 |
|
|
2023
Q1 | $50.9K | Hold |
234
| – | – | 0.03% | 84 |
|
|
2022
Q4 | $48K | Buy |
+234
| New | +$48K | 0.01% | 189 |
|