Corient Private Wealth’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 |
-6,362
| Closed | -$1.59M | – | 2468 |
|
|
2024
Q4 | $1.59M | Sell |
6,362
-2,280
| -26% | -$569K | ﹤0.01% | 1091 |
|
|
2024
Q3 | $2.06M | Buy |
8,642
+324
| +4% | +$77.4K | ﹤0.01% | 1058 |
|
|
2024
Q2 | $1.65M | Buy |
8,318
+293
| +4% | +$58.2K | ﹤0.01% | 1107 |
|
|
2024
Q1 | $1.71M | Sell |
8,025
-69
| -0.9% | -$14.7K | ﹤0.01% | 1094 |
|
|
2023
Q4 | $1.78M | Buy |
8,094
+5,428
| +204% | +$1.19M | ﹤0.01% | 1055 |
|
|
2023
Q3 | $545K | Buy |
+2,666
| New | +$545K | ﹤0.01% | 1441 |
|