CIBC Private Wealth Group’s Aspen Technology Inc AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-290
| Closed | -$72.8K | – | 3301 |
|
|
2024
Q4 | $72.8K | Buy |
290
+110
| +61% | +$27.6K | ﹤0.01% | 1535 |
|
|
2024
Q3 | $43K | Hold |
180
| – | – | ﹤0.01% | 1828 |
|
|
2024
Q2 | $35.8K | Sell |
180
-2,447
| -93% | -$487K | ﹤0.01% | 1803 |
|
|
2024
Q1 | $565K | Buy |
2,627
+11
| +0.4% | +$2.37K | ﹤0.01% | 805 |
|
|
2023
Q4 | $576K | Buy |
2,616
+17
| +0.7% | +$3.74K | ﹤0.01% | 764 |
|
|
2023
Q3 | $531K | Buy |
+2,599
| New | +$531K | ﹤0.01% | 734 |
|