DWM
AZPN

Dynasty Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

Dynasty Wealth Management’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,416
Closed -$353K – 268
2024
Q4 		$353K Sell
1,416
-92
-6% -$23K 0.01% 221
2024
Q3 		$360K Sell
1,508
-35
-2% -$8.36K 0.01% 191
2024
Q2 		$306K Buy
1,543
+30
+2% +$5.96K 0.01% 212
2024
Q1 		$323K Buy
+1,513
New +$323K 0.01% 221