Bell Investment Advisors’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 |
-12
| Closed | -$3K | – | 1960 |
|
|
2024
Q4 | $3K | Sell |
12
-8
| -40% | -$2K | ﹤0.01% | 1170 |
|
|
2024
Q3 | $4.78K | Hold |
20
| – | – | ﹤0.01% | 948 |
|
|
2024
Q2 | $3.97K | Sell |
20
-2
| -9% | -$397 | ﹤0.01% | 1040 |
|
|
2024
Q1 | $4.69K | Hold |
22
| – | – | ﹤0.01% | 959 |
|
|
2023
Q4 | $4.84K | Sell |
22
-2
| -8% | -$440 | ﹤0.01% | 902 |
|
|
2023
Q3 | $4.9K | Buy |
24
+10
| +71% | +$2.04K | ﹤0.01% | 814 |
|
|
2023
Q2 | $2.35K | Hold |
14
| – | – | ﹤0.01% | 1221 |
|
|
2023
Q1 | $3.21K | Buy |
14
+4
| +40% | +$916 | ﹤0.01% | 1010 |
|
|
2022
Q4 | $2.05K | Sell |
10
-5
| -33% | -$1.03K | ﹤0.01% | 1280 |
|
|
2022
Q3 | $4K | Sell |
15
-2
| -12% | -$533 | ﹤0.01% | 854 |
|
|
2022
Q2 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 1054 |
|