Carson Wealth (CWM LLC)’s Aspen Technology Inc AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-158
| Closed | -$39K | – | 5255 |
|
|
2024
Q4 | $39K | Sell |
158
-56
| -26% | -$13.8K | ﹤0.01% | 2978 |
|
|
2024
Q3 | $51K | Sell |
214
-7
| -3% | -$1.67K | ﹤0.01% | 2683 |
|
|
2024
Q2 | $44K | Buy |
221
+12
| +6% | +$2.39K | ﹤0.01% | 2569 |
|
|
2024
Q1 | $45K | Buy |
209
+32
| +18% | +$6.89K | ﹤0.01% | 2366 |
|
|
2023
Q4 | $39K | Sell |
177
-49
| -22% | -$10.8K | ﹤0.01% | 2334 |
|
|
2023
Q3 | $46K | Buy |
226
+69
| +44% | +$14K | ﹤0.01% | 2119 |
|
|
2023
Q2 | $26K | Buy |
157
+14
| +10% | +$2.32K | ﹤0.01% | 2465 |
|
|
2023
Q1 | $33K | Sell |
143
-33
| -19% | -$7.62K | ﹤0.01% | 2165 |
|
|
2022
Q4 | $36K | Sell |
176
-14
| -7% | -$2.86K | ﹤0.01% | 1963 |
|
|
2022
Q3 | $45K | Buy |
190
+118
| +164% | +$27.9K | ﹤0.01% | 1707 |
|
|
2022
Q2 | $13K | Buy |
+72
| New | +$13K | ﹤0.01% | 2440 |
|