Creative Planning’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 |
-1,649
| Closed | -$412K | – | 3738 |
|
|
2024
Q4 | $412K | Sell |
1,649
-186
| -10% | -$46.4K | ﹤0.01% | 2400 |
|
|
2024
Q3 | $438K | Buy |
1,835
+467
| +34% | +$112K | ﹤0.01% | 2221 |
|
|
2024
Q2 | $272K | Buy |
1,368
+291
| +27% | +$57.8K | ﹤0.01% | 2428 |
|
|
2024
Q1 | $230K | Buy |
1,077
+45
| +4% | +$9.59K | ﹤0.01% | 2457 |
|
|
2023
Q4 | $227K | Sell |
1,032
-162
| -14% | -$35.6K | ﹤0.01% | 2308 |
|
|
2023
Q3 | $244K | Buy |
+1,194
| New | +$244K | ﹤0.01% | 2094 |
|
|
2023
Q2 | – | Sell |
-1,223
| Closed | -$280K | – | 2729 |
|
|
2023
Q1 | $280K | Buy |
+1,223
| New | +$280K | ﹤0.01% | 1865 |
|
|
2022
Q4 | – | Sell |
-1,152
| Closed | -$274K | – | 2491 |
|
|
2022
Q3 | $274K | Buy |
+1,152
| New | +$274K | ﹤0.01% | 1700 |
|