Clearstead Advisors’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 |
-1,068
| Closed | -$267K | – | 2325 |
|
|
2024
Q4 | $267K | Sell |
1,068
-428
| -29% | -$107K | ﹤0.01% | 765 |
|
|
2024
Q3 | $357K | Buy |
1,496
+1
| +0.1% | +$239 | 0.01% | 658 |
|
|
2024
Q2 | $297K | Buy |
+1,495
| New | +$297K | 0.01% | 683 |
|
|
2023
Q2 | – | Sell |
-18
| Closed | -$4.12K | – | 1451 |
|
|
2023
Q1 | $4.12K | Buy |
+18
| New | +$4.12K | ﹤0.01% | 1042 |
|