AO
AZPN
Advisor OS’s Aspen Technology Inc AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,645
| Closed | -$411K | – | 458 |
|
|
2024
Q4 | $411K | Sell |
1,645
-1,549
| -48% | -$387K | 0.05% | 259 |
|
|
2024
Q3 | $763K | Sell |
3,194
-1,560
| -33% | -$373K | 0.08% | 191 |
|
|
2024
Q2 | $944K | Buy |
4,754
+48
| +1% | +$9.53K | 0.1% | 169 |
|
|
2024
Q1 | $1M | Buy |
4,706
+468
| +11% | +$99.8K | 0.12% | 161 |
|
|
2023
Q4 | $933K | Sell |
4,238
-268
| -6% | -$59K | 0.12% | 150 |
|
|
2023
Q3 | $920K | Buy |
4,506
+217
| +5% | +$44.3K | 0.14% | 138 |
|
|
2023
Q2 | $719K | Buy |
4,289
+129
| +3% | +$21.6K | 0.12% | 168 |
|
|
2023
Q1 | $952K | Buy |
4,160
+1,483
| +55% | +$339K | 0.23% | 110 |
|
|
2022
Q4 | $550K | Buy |
2,677
+39
| +1% | +$8.01K | 0.15% | 145 |
|
|
2022
Q3 | $628K | Buy |
2,638
+242
| +10% | +$57.6K | 0.19% | 112 |
|
|
2022
Q2 | $441K | Buy |
+2,396
| New | +$441K | 0.13% | 150 |
|