Atria Wealth Solutions’s Aspen Technology Inc AZPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,906
| Closed | -$1.74M | – | 2059 |
|
|
2023
Q4 | $1.74M | Sell |
7,906
-8
| -0.1% | -$1.76K | 0.02% | 644 |
|
|
2023
Q3 | $1.62M | Buy |
7,914
+1,158
| +17% | +$237K | 0.02% | 628 |
|
|
2023
Q2 | $1.13M | Buy |
6,756
+433
| +7% | +$72.6K | 0.02% | 790 |
|
|
2023
Q1 | $1.45M | Buy |
6,323
+506
| +9% | +$116K | 0.02% | 662 |
|
|
2022
Q4 | $1.19M | Buy |
5,817
+368
| +7% | +$75.6K | 0.02% | 673 |
|
|
2022
Q3 | $1.3M | Sell |
5,449
-1,102
| -17% | -$262K | 0.02% | 628 |
|
|
2022
Q2 | $1.2M | Buy |
+6,551
| New | +$1.2M | 0.02% | 607 |
|