Concourse Financial Group Securities’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 | – | Hold |
0
| – | – | – | 10211 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 10225 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 9868 |
|
|
2024
Q2 | – | Sell |
-4
| Closed | -$853 | – | 9533 |
|
|
2024
Q1 | $853 | Hold |
4
| – | – | ﹤0.01% | 2155 |
|
|
2023
Q4 | $880 | Hold |
4
| – | – | ﹤0.01% | 2124 |
|
|
2023
Q3 | $817 | Buy |
+4
| New | +$817 | ﹤0.01% | 2122 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8639 |
|
|
2023
Q1 | – | Sell |
-45
| Closed | -$9.24K | – | 8315 |
|
|
2022
Q4 | $9.24K | Sell |
45
-12
| -21% | -$2.47K | ﹤0.01% | 1675 |
|
|
2022
Q3 | $14K | Buy |
57
+4
| +8% | +$982 | ﹤0.01% | 1403 |
|
|
2022
Q2 | $10K | Buy |
+53
| New | +$10K | ﹤0.01% | 1670 |
|