Farther Finance 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 |
-365
| Closed | -$91.1K | – | 4469 |
|
|
2024
Q4 | $91.1K | Sell |
365
-146
| -29% | -$36.4K | ﹤0.01% | 1342 |
|
|
2024
Q3 | $122K | Sell |
511
-322
| -39% | -$76.9K | ﹤0.01% | 1213 |
|
|
2024
Q2 | $165K | Buy |
833
+823
| +8,230% | +$163K | 0.01% | 923 |
|
|
2024
Q1 | $2.15K | Buy |
10
+4
| +67% | +$861 | ﹤0.01% | 2463 |
|
|
2023
Q4 | $1.32K | Sell |
6
-4
| -40% | -$881 | ﹤0.01% | 2617 |
|
|
2023
Q3 | $2.04K | Hold |
10
| – | – | ﹤0.01% | 1848 |
|
|
2023
Q2 | $1.68K | Hold |
10
| – | – | ﹤0.01% | 1822 |
|
|
2023
Q1 | $2.29K | Sell |
10
-2
| -17% | -$458 | ﹤0.01% | 1591 |
|
|
2022
Q4 | $2.47K | Buy |
+12
| New | +$2.47K | ﹤0.01% | 1382 |
|