GeoWealth 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
-42
Closed -$10.5K 1839
2024
Q4
$10.5K Buy
42
+32
+320% +$7.99K ﹤0.01% 1485
2024
Q3
$2.39K Buy
+10
New +$2.39K ﹤0.01% 1547