Curated Wealth Partners’s Aspen Technology Inc AZPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $324K | Buy |
|
|||||
|
2024
Q3 | $273K | Hold |
|
|||||
|
2024
Q2 | $227K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $320K | Sell |
|
|||||
|
2023
Q3 | $301K | Buy |
|
|||||
|
2023
Q2 | $237K | Hold |
|
|||||
|
2023
Q1 | $324K | Hold |
|
|||||
|
2022
Q4 | $291K | Hold |
|
|||||
|
2022
Q3 | $338K | Sell |
|
|||||
|
2022
Q2 | $274K | Buy |
|