Advisors Asset Management’s Aspen Technology Inc AZPN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-148
Closed -$36.9K 1550
2024
Q4
$36.9K Buy
+148
New +$36.9K ﹤0.01% 1341
2024
Q3
Sell
-68
Closed -$13.5K 1515
2024
Q2
$13.5K Sell
68
-37
-35% -$7.35K ﹤0.01% 1411
2024
Q1
$22.4K Sell
105
-4
-4% -$853 ﹤0.01% 1362
2023
Q4
$24K Hold
109
﹤0.01% 1345
2023
Q3
$22.3K Buy
109
+8
+8% +$1.63K ﹤0.01% 1355
2023
Q2
$16.9K Buy
101
+72
+248% +$12.1K ﹤0.01% 1382
2023
Q1
$6.64K Buy
+29
New +$6.64K ﹤0.01% 1430