Bank of Montreal’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 |
-3,822
| Closed | -$954K | – | 3304 |
|
|
2024
Q4 | $954K | Buy |
3,822
+308
| +9% | +$76.9K | ﹤0.01% | 1656 |
|
|
2024
Q3 | $834K | Buy |
3,514
+128
| +4% | +$30.4K | ﹤0.01% | 1877 |
|
|
2024
Q2 | $748K | Buy |
3,386
+43
| +1% | +$9.5K | ﹤0.01% | 1952 |
|
|
2024
Q1 | $716K | Sell |
3,343
-191
| -5% | -$40.9K | ﹤0.01% | 1937 |
|
|
2023
Q4 | $785K | Buy |
3,534
+571
| +19% | +$127K | ﹤0.01% | 1856 |
|
|
2023
Q3 | $590K | Sell |
2,963
-108
| -4% | -$21.5K | ﹤0.01% | 2003 |
|
|
2023
Q2 | $516K | Sell |
3,071
-755
| -20% | -$127K | ﹤0.01% | 2233 |
|
|
2023
Q1 | $881K | Sell |
3,826
-97
| -2% | -$22.3K | ﹤0.01% | 1892 |
|
|
2022
Q4 | $808K | Buy |
3,923
+1,065
| +37% | +$219K | ﹤0.01% | 1966 |
|
|
2022
Q3 | $682 | Sell |
2,858
-979
| -26% | -$234 | ﹤0.01% | 2033 |
|
|
2022
Q2 | $757 | Buy |
+3,837
| New | +$757 | ﹤0.01% | 2113 |
|