Cerity Partners’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 |
-911
| Closed | -$218K | – | 2650 |
|
|
2024
Q4 | $218K | Sell |
911
-208
| -19% | -$49.8K | ﹤0.01% | 2197 |
|
|
2024
Q3 | $267K | Buy |
+1,119
| New | +$267K | ﹤0.01% | 2138 |
|
|
2024
Q2 | – | Sell |
-1,321
| Closed | -$282K | – | 2430 |
|
|
2024
Q1 | $282K | Buy |
+1,321
| New | +$282K | ﹤0.01% | 1906 |
|