Heritage Wealth Management (Arizona)’s Aspen Technology Inc AZPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $333K | Sell |
1,676
-200
| -11% | -$39.7K | 0.18% | 105 |
|
|
2024
Q1 | $400K | Sell |
1,876
-102
| -5% | -$21.8K | 0.2% | 102 |
|
|
2023
Q4 | $435K | Buy |
+1,978
| New | +$435K | 0.24% | 91 |
|
|
2022
Q4 | $669K | Buy |
3,258
+1,809
| +125% | +$372K | 0.1% | 151 |
|
|
2022
Q3 | $345K | Buy |
1,449
+57
| +4% | +$13.6K | 0.11% | 131 |
|
|
2022
Q2 | $256K | Buy |
+1,392
| New | +$256K | 0.09% | 187 |
|