Cetera Investment Advisers’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 |
-3,953
| Closed | -$987K | – | 4044 |
|
|
2024
Q4 | $987K | Sell |
3,953
-2,192
| -36% | -$547K | ﹤0.01% | 2168 |
|
|
2024
Q3 | $1.47M | Buy |
6,145
+669
| +12% | +$160K | ﹤0.01% | 1829 |
|
|
2024
Q2 | $1.09M | Buy |
5,476
+81
| +2% | +$16.1K | ﹤0.01% | 2013 |
|
|
2024
Q1 | $1.15M | Buy |
5,395
+3,987
| +283% | +$850K | ﹤0.01% | 1958 |
|
|
2023
Q4 | $310K | Buy |
1,408
+346
| +33% | +$76.2K | ﹤0.01% | 1771 |
|
|
2023
Q3 | $217K | Buy |
+1,062
| New | +$217K | ﹤0.01% | 1929 |
|
|
2023
Q2 | – | Sell |
-965
| Closed | -$221K | – | 2296 |
|
|
2023
Q1 | $221K | Buy |
+965
| New | +$221K | ﹤0.01% | 1902 |
|