Heritage Wealth Management (Arizona)’s Aspen Technology Inc AZPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$333K Sell
2024
Q1
$400K Sell
2023
Q4
$435K Buy
2022
Q4
$669K Buy
2022
Q3
$345K Buy
2022
Q2
$256K Buy