Envestnet Portfolio Solutions’s Aspen Technology Inc AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,875
| Closed | -$1.22M | – | 1809 |
|
|
2024
Q4 | $1.22M | Sell |
4,875
-1,149
| -19% | -$287K | ﹤0.01% | 838 |
|
|
2024
Q3 | $1.44M | Buy |
6,024
+540
| +10% | +$129K | ﹤0.01% | 778 |
|
|
2024
Q2 | $1.09M | Sell |
5,484
-229
| -4% | -$45.5K | ﹤0.01% | 832 |
|
|
2024
Q1 | $1.22M | Sell |
5,713
-571
| -9% | -$122K | ﹤0.01% | 788 |
|
|
2023
Q4 | $1.38M | Buy |
6,284
+831
| +15% | +$183K | 0.01% | 695 |
|
|
2023
Q3 | $1.11M | Buy |
+5,453
| New | +$1.11M | 0.01% | 725 |
|