Exchange Capital Management’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
-1,179
Closed -$294K 214
2024
Q4
$294K Hold
1,179
0.05% 191
2024
Q3
$282K Sell
1,179
-103
-8% -$24.6K 0.04% 178
2024
Q2
$255K Sell
1,282
-52
-4% -$10.3K 0.04% 182
2024
Q1
$285K Sell
1,334
-10
-0.7% -$2.13K 0.05% 172
2023
Q4
$296K Sell
1,344
-132
-9% -$29.1K 0.05% 166
2023
Q3
$301K Sell
1,476
-104
-7% -$21.2K 0.06% 158
2023
Q2
$265K Hold
1,580
0.05% 163
2023
Q1
$362K Hold
1,580
0.07% 146
2022
Q4
$325K Sell
1,580
-20
-1% -$4.11K 0.07% 143
2022
Q3
$381K Sell
1,600
-10
-0.6% -$2.38K 0.09% 139
2022
Q2
$296K Buy
+1,610
New +$296K 0.06% 147