Covestor’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 |
-383
| Closed | -$95K | – | 2855 |
|
|
2024
Q4 | $95K | Sell |
383
-159
| -29% | -$39.4K | 0.06% | 563 |
|
|
2024
Q3 | $130K | Buy |
542
+178
| +49% | +$42.7K | 0.08% | 378 |
|
|
2024
Q2 | $72K | Sell |
364
-104
| -22% | -$20.6K | 0.05% | 692 |
|
|
2024
Q1 | $100K | Buy |
468
+124
| +36% | +$26.5K | 0.06% | 539 |
|
|
2023
Q4 | $76K | Buy |
344
+79
| +30% | +$17.5K | 0.05% | 662 |
|
|
2023
Q3 | $54K | Sell |
265
-19
| -7% | -$3.87K | 0.04% | 747 |
|
|
2023
Q2 | $48K | Buy |
284
+113
| +66% | +$19.1K | 0.04% | 796 |
|
|
2023
Q1 | $39K | Sell |
171
-71
| -29% | -$16.2K | 0.03% | 810 |
|
|
2022
Q4 | $50K | Sell |
242
-196
| -45% | -$40.5K | 0.04% | 731 |
|
|
2022
Q3 | $104K | Buy |
438
+230
| +111% | +$54.6K | 0.09% | 339 |
|
|
2022
Q2 | $38K | Buy |
+208
| New | +$38K | 0.03% | 813 |
|