CWM
AZPN
Compass Wealth Management’s Aspen Technology Inc AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-140
| Closed | -$34.9K | – | 445 |
|
|
2024
Q4 | $34.9K | Hold |
140
| – | – | 0.01% | 277 |
|
|
2024
Q3 | $33.4K | Hold |
140
| – | – | 0.01% | 288 |
|
|
2024
Q2 | $27.8K | Hold |
140
| – | – | 0.01% | 304 |
|
|
2024
Q1 | $29.9K | Hold |
140
| – | – | 0.01% | 293 |
|
|
2023
Q4 | $30.8K | Hold |
140
| – | – | 0.01% | 285 |
|
|
2023
Q3 | $28.6K | Hold |
140
| – | – | 0.01% | 284 |
|
|
2023
Q2 | $23.5K | Hold |
140
| – | – | 0.01% | 314 |
|
|
2023
Q1 | $32K | Hold |
140
| – | – | 0.01% | 284 |
|
|
2022
Q4 | $28.8K | Buy |
+140
| New | +$28.8K | 0.01% | 286 |
|