IFP Advisors’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
Q2 | – | Sell |
-169
| Closed | -$46.3K | – | 5078 |
|
|
2025
Q1 | $46.3K | Buy |
169
+27
| +19% | +$7.39K | ﹤0.01% | 1931 |
|
|
2024
Q4 | $36.9K | Sell |
142
-3
| -2% | -$781 | ﹤0.01% | 1970 |
|
|
2024
Q3 | $34.6K | Buy |
145
+124
| +590% | +$29.6K | ﹤0.01% | 1891 |
|
|
2024
Q2 | $4.17K | Buy |
21
+13
| +163% | +$2.58K | ﹤0.01% | 2623 |
|
|
2024
Q1 | $1.71K | Buy |
8
+7
| +700% | +$1.49K | ﹤0.01% | 2740 |
|
|
2023
Q4 | $220 | Sell |
1
-51
| -98% | -$11.2K | ﹤0.01% | 2932 |
|
|
2023
Q3 | $10.6K | Buy |
52
+10
| +24% | +$2.04K | ﹤0.01% | 2233 |
|
|
2023
Q2 | $7.04K | Sell |
42
-108
| -72% | -$18.1K | ﹤0.01% | 2416 |
|
|
2023
Q1 | $24.9K | Sell |
150
-138
| -48% | -$22.9K | ﹤0.01% | 1922 |
|
|
2022
Q4 | $48K | Buy |
288
+19
| +7% | +$3.17K | ﹤0.01% | 2283 |
|
|
2022
Q3 | $44K | Buy |
269
+220
| +449% | +$36K | ﹤0.01% | 2474 |
|
|
2022
Q2 | $8K | Hold |
49
| – | – | ﹤0.01% | 3564 |
|
|
2022
Q1 | $8K | Buy |
+49
| New | +$8K | ﹤0.01% | 3564 |
|