Integrated Wealth Concepts’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 |
-2,453
| Closed | -$612K | – | 1849 |
|
|
2024
Q4 | $612K | Sell |
2,453
-1,650
| -40% | -$412K | 0.01% | 1036 |
|
|
2024
Q3 | $980K | Sell |
4,103
-130
| -3% | -$31K | 0.01% | 810 |
|
|
2024
Q2 | $841K | Sell |
4,233
-299
| -7% | -$59.4K | 0.01% | 838 |
|
|
2024
Q1 | $967K | Buy |
4,532
+10
| +0.2% | +$2.13K | 0.01% | 765 |
|
|
2023
Q4 | $995K | Sell |
4,522
-458
| -9% | -$101K | 0.02% | 729 |
|
|
2023
Q3 | $1.02M | Buy |
4,980
+1
| +0% | +$204 | 0.02% | 685 |
|
|
2023
Q2 | $834K | Buy |
+4,979
| New | +$834K | 0.01% | 751 |
|