Benjamin Edwards Inc’s Aspen Technology Inc AZPN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-251
Closed -$50K 1212
2024
Q2
$50K Buy
251
+23
+10% +$4.58K 0.01% 502
2024
Q1
$49K Sell
228
-752
-77% -$162K 0.01% 484
2023
Q4
$216K Sell
980
-25
-2% -$5.51K 0.05% 303
2023
Q3
$205K Sell
1,005
-130
-11% -$26.5K 0.05% 277
2023
Q2
$190K Buy
1,135
+187
+20% +$31.3K 0.04% 283
2023
Q1
$217K Sell
948
-82
-8% -$18.8K 0.05% 262
2022
Q4
$212K Buy
1,030
+2
+0.2% +$412 0.06% 251
2022
Q3
$245K Buy
1,028
+18
+2% +$4.29K 0.07% 226
2022
Q2
$186K Buy
+1,010
New +$186K 0.05% 265