AWAU
AZPN
Alliance Wealth Advisors (Utah)’s Aspen Technology Inc AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,269
| Closed | -$317K | – | 279 |
|
|
2024
Q4 | $317K | Sell |
1,269
-129
| -9% | -$32.2K | 0.08% | 209 |
|
|
2024
Q3 | $334K | Sell |
1,398
-35
| -2% | -$8.36K | 0.09% | 194 |
|
|
2024
Q2 | $285K | Sell |
1,433
-51
| -3% | -$10.1K | 0.08% | 196 |
|
|
2024
Q1 | $317K | Sell |
1,484
-20
| -1% | -$4.27K | 0.09% | 195 |
|
|
2023
Q4 | $331K | Buy |
1,504
+190
| +14% | +$41.8K | 0.11% | 181 |
|
|
2023
Q3 | $268K | Buy |
1,314
+76
| +6% | +$15.5K | 0.1% | 187 |
|
|
2023
Q2 | $208K | Buy |
1,238
+14
| +1% | +$2.35K | 0.08% | 215 |
|
|
2023
Q1 | $280K | Buy |
1,224
+51
| +4% | +$11.7K | 0.11% | 184 |
|
|
2022
Q4 | $241K | Buy |
+1,173
| New | +$241K | 0.11% | 192 |
|