AAS
AZPN

Avantax Advisory Services’s Aspen Technology Inc AZPN Stock Holding History

Avantax Advisory Services’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,567
Closed -$391K – 2344
2024
Q4 		$391K Sell
1,567
-243
-13% -$60.7K ﹤0.01% 1609
2024
Q3 		$432K Sell
1,810
-14
-0.8% -$3.34K ﹤0.01% 1514
2024
Q2 		$362K Buy
+1,824
New +$362K ﹤0.01% 1574