CWP
AZPN
Curated Wealth Partners’s Aspen Technology Inc AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,299
| Closed | -$324K | – | 164 |
|
|
2024
Q4 | $324K | Buy |
1,299
+155
| +14% | +$38.7K | 0.04% | 110 |
|
|
2024
Q3 | $273K | Hold |
1,144
| – | – | 0.03% | 114 |
|
|
2024
Q2 | $227K | Buy |
+1,144
| New | +$227K | 0.03% | 124 |
|
|
2024
Q1 | – | Sell |
-1,453
| Closed | -$320K | – | 152 |
|
|
2023
Q4 | $320K | Sell |
1,453
-21
| -1% | -$4.62K | 0.05% | 110 |
|
|
2023
Q3 | $301K | Buy |
1,474
+58
| +4% | +$11.8K | 0.05% | 104 |
|
|
2023
Q2 | $237K | Hold |
1,416
| – | – | 0.05% | 114 |
|
|
2023
Q1 | $324K | Hold |
1,416
| – | – | 0.07% | 95 |
|
|
2022
Q4 | $291K | Hold |
1,416
| – | – | 0.07% | 97 |
|
|
2022
Q3 | $338K | Sell |
1,416
-83
| -6% | -$19.8K | 0.1% | 84 |
|
|
2022
Q2 | $274K | Buy |
+1,499
| New | +$274K | 0.08% | 104 |
|