Integrated Wealth Concepts’s Aspen Technology Inc AZPN Stock Holding History

Integrated Wealth Concepts’s Portfolio AZPN Stock Details AZPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$612K	Sell
2024 Q3	$980K	Sell
2024 Q2	$841K	Sell
2024 Q1	$967K	Buy
2023 Q4	$995K	Sell
2023 Q3	$1.02M	Buy
2023 Q2	$834K	Buy