Axxcess Wealth Management’s Aspen Technology Inc AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,334
| Closed | -$333K | – | 952 |
|
|
2024
Q4 | $333K | Sell |
1,334
-145
| -10% | -$36.2K | 0.01% | 647 |
|
|
2024
Q3 | $353K | Sell |
1,479
-35
| -2% | -$8.36K | 0.01% | 638 |
|
|
2024
Q2 | $301K | Sell |
1,514
-17
| -1% | -$3.38K | 0.01% | 647 |
|
|
2024
Q1 | $327K | Sell |
1,531
-34
| -2% | -$7.25K | 0.01% | 642 |
|
|
2023
Q4 | $345K | Sell |
1,565
-59
| -4% | -$13K | 0.01% | 606 |
|
|
2023
Q3 | $332K | Buy |
1,624
+143
| +10% | +$29.2K | 0.01% | 574 |
|
|
2023
Q2 | $248K | Sell |
1,481
-5,842
| -80% | -$979K | 0.02% | 503 |
|
|
2023
Q1 | $1.68M | Buy |
7,323
+1,350
| +23% | +$309K | 0.13% | 158 |
|
|
2022
Q4 | $1.23M | Buy |
5,973
+4,982
| +503% | +$1.02M | 0.1% | 195 |
|
|
2022
Q3 | $236K | Buy |
+991
| New | +$236K | 0.02% | 454 |
|