Carolinas Wealth Consulting’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 |
-6
| Closed | -$1.31K | – | 1105 |
|
|
2024
Q4 | $1.31K | Buy |
6
+2
| +50% | +$435 | ﹤0.01% | 900 |
|
|
2024
Q3 | $828 | Buy |
+4
| New | +$828 | ﹤0.01% | 949 |
|
|
2023
Q2 | – | Sell |
-5
| Closed | -$1.14K | – | 1126 |
|
|
2023
Q1 | $1.14K | Hold |
5
| – | – | ﹤0.01% | 872 |
|
|
2022
Q4 | $1.03K | Buy |
+5
| New | +$1.03K | ﹤0.01% | 892 |
|