Allworth Financial’s Aspen Technology Inc AZPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24
| Closed | -$6.19K | – | 4199 |
|
|
2024
Q4 | $6.19K | Buy |
24
+2
| +9% | +$516 | ﹤0.01% | 2653 |
|
|
2024
Q3 | $5.26K | Sell |
22
-15
| -41% | -$3.58K | ﹤0.01% | 2545 |
|
|
2024
Q2 | $7.09K | Sell |
37
-6
| -14% | -$1.15K | ﹤0.01% | 2364 |
|
|
2024
Q1 | $9.17K | Buy |
43
+40
| +1,333% | +$8.53K | ﹤0.01% | 2150 |
|
|
2023
Q4 | $661 | Sell |
3
-35
| -92% | -$7.71K | ﹤0.01% | 3068 |
|
|
2023
Q3 | $7.76K | Buy |
+38
| New | +$7.76K | ﹤0.01% | 1935 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$916 | – | 3408 |
|
|
2023
Q1 | $916 | Buy |
4
+1
| +33% | +$229 | ﹤0.01% | 2703 |
|
|
2022
Q4 | $616 | Hold |
3
| – | – | ﹤0.01% | 2579 |
|
|
2022
Q3 | $1K | Sell |
3
-37
| -93% | -$12.3K | ﹤0.01% | 2566 |
|
|
2022
Q2 | $7K | Buy |
+40
| New | +$7K | ﹤0.01% | 1684 |
|