Atria Investments’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 |
-15,824
| Closed | -$3.95M | – | 2023 |
|
|
2024
Q4 | $3.95M | Sell |
15,824
-1,037
| -6% | -$259K | 0.05% | 430 |
|
|
2024
Q3 | $4.03M | Sell |
16,861
-1,411
| -8% | -$337K | 0.05% | 421 |
|
|
2024
Q2 | $3.63M | Buy |
18,272
+3,753
| +26% | +$745K | 0.05% | 436 |
|
|
2024
Q1 | $3.1M | Sell |
14,519
-482
| -3% | -$103K | 0.04% | 500 |
|
|
2023
Q4 | $3.3M | Buy |
15,001
+2,941
| +24% | +$647K | 0.05% | 415 |
|
|
2023
Q3 | $2.46M | Buy |
12,060
+1,016
| +9% | +$208K | 0.04% | 495 |
|
|
2023
Q2 | $1.85M | Sell |
11,044
-1,056
| -9% | -$177K | 0.03% | 586 |
|
|
2023
Q1 | $2.77M | Buy |
12,100
+2,342
| +24% | +$536K | 0.05% | 432 |
|
|
2022
Q4 | $2M | Sell |
9,758
-881
| -8% | -$181K | 0.04% | 510 |
|
|
2022
Q3 | $2.53M | Buy |
10,639
+2,204
| +26% | +$525K | 0.06% | 414 |
|
|
2022
Q2 | $1.55M | Buy |
+8,435
| New | +$1.55M | 0.03% | 590 |
|