Capstone 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 |
-2,100
| Closed | -$524K | – | 897 |
|
|
2024
Q4 | $524K | Sell |
2,100
-1,990
| -49% | -$497K | ﹤0.01% | 504 |
|
|
2024
Q3 | $977K | Buy |
+4,090
| New | +$977K | ﹤0.01% | 286 |
|
|
2024
Q1 | – | Sell |
-1,146
| Closed | -$252K | – | 1562 |
|
|
2023
Q4 | $252K | Buy |
+1,146
| New | +$252K | ﹤0.01% | 764 |
|
|
2023
Q3 | – | Sell |
-2,699
| Closed | -$452K | – | 1331 |
|
|
2023
Q2 | $452K | Buy |
+2,699
| New | +$452K | ﹤0.01% | 467 |
|