EverSource Wealth Advisors’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 |
-1,534
| Closed | -$383K | – | 4200 |
|
|
2024
Q4 | $383K | Buy |
1,534
+28
| +2% | +$6.99K | 0.02% | 439 |
|
|
2024
Q3 | $360K | Buy |
1,506
+51
| +4% | +$12.2K | 0.02% | 398 |
|
|
2024
Q2 | $273K | Buy |
1,455
+40
| +3% | +$7.52K | 0.02% | 467 |
|
|
2024
Q1 | $279K | Sell |
1,415
-8
| -0.6% | -$1.58K | 0.02% | 397 |
|
|
2023
Q4 | $313K | Sell |
1,423
-51
| -3% | -$11.2K | 0.03% | 329 |
|
|
2023
Q3 | $301K | Sell |
1,474
-9
| -0.6% | -$1.84K | 0.03% | 303 |
|
|
2023
Q2 | $249K | Sell |
1,483
-273
| -16% | -$45.8K | 0.03% | 351 |
|
|
2023
Q1 | $402K | Buy |
1,756
+503
| +40% | +$115K | 0.05% | 248 |
|
|
2022
Q4 | $257K | Sell |
1,253
-725
| -37% | -$149K | 0.04% | 313 |
|
|
2022
Q3 | $470K | Buy |
1,978
+64
| +3% | +$15.2K | 0.11% | 182 |
|
|
2022
Q2 | $352K | Buy |
+1,914
| New | +$352K | 0.09% | 194 |
|