Guggenheim Capital’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 |
-2,261
| Closed | -$564K | – | 1710 |
|
2024
Q4 | $564K | Buy |
+2,261
| New | +$564K | ﹤0.01% | 1212 |
|
2023
Q3 | – | Sell |
-6,642
| Closed | -$1.11M | – | 1926 |
|
2023
Q2 | $1.11M | Sell |
6,642
-1,277
| -16% | -$214K | 0.01% | 1117 |
|
2023
Q1 | $1.81M | Sell |
7,919
-3,536
| -31% | -$809K | 0.02% | 883 |
|
2022
Q4 | $2.35M | Sell |
11,455
-3,949
| -26% | -$811K | 0.02% | 797 |
|
2022
Q3 | $3.67M | Buy |
15,404
+1,244
| +9% | +$296K | 0.03% | 613 |
|
2022
Q2 | $2.6M | Buy |
+14,160
| New | +$2.6M | 0.02% | 795 |
|