Commonwealth Equity Services’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 |
-882
| Closed | -$220K | – | 4309 |
|
|
2024
Q4 | $220K | Sell |
882
-58
| -6% | -$14.5K | ﹤0.01% | 3684 |
|
|
2024
Q3 | $224K | Sell |
940
-553
| -37% | -$132K | ﹤0.01% | 3599 |
|
|
2024
Q2 | $297K | Sell |
1,493
-213
| -12% | -$42.4K | ﹤0.01% | 3301 |
|
|
2024
Q1 | $364K | Buy |
1,706
+434
| +34% | +$92.6K | ﹤0.01% | 3097 |
|
|
2023
Q4 | $280K | Sell |
1,272
-55
| -4% | -$12.1K | ﹤0.01% | 3238 |
|
|
2023
Q3 | $271K | Sell |
1,327
-662
| -33% | -$135K | ﹤0.01% | 3119 |
|
|
2023
Q2 | $333K | Buy |
1,989
+331
| +20% | +$55.4K | ﹤0.01% | 2960 |
|
|
2023
Q1 | $379 | Buy |
1,658
+424
| +34% | +$97 | ﹤0.01% | 2780 |
|
|
2022
Q4 | $253K | Buy |
+1,234
| New | +$253K | ﹤0.01% | 3013 |
|