HFO
AZPN

Heritage Family Offices’s Aspen Technology Inc AZPN Stock Holding History

Heritage Family Offices’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,725
Closed -$431K – 197
2024
Q4 		$431K Buy
1,725
+47
+3% +$11.7K 0.21% 95
2024
Q3 		$401K Buy
1,678
+2
+0.1% +$478 0.21% 101
2024
Q2 		$333K Buy
+1,676
New +$333K 0.18% 105