J.P. Morgan Private Wealth Advisors’s Aspen Technology Inc AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $581K | Sell |
2,845
-188
| -6% | -$38.4K | ﹤0.01% | 1184 |
|
|
2023
Q2 | $508K | Sell |
3,033
-805
| -21% | -$135K | ﹤0.01% | 1020 |
|
|
2023
Q1 | $878K | Buy |
3,838
+984
| +34% | +$225K | ﹤0.01% | 1221 |
|
|
2022
Q4 | $586K | Buy |
2,854
+1,004
| +54% | +$206K | ﹤0.01% | 1404 |
|
|
2022
Q3 | $441K | Sell |
1,850
-2,265
| -55% | -$540K | ﹤0.01% | 1515 |
|
|
2022
Q2 | $756K | Buy |
+4,115
| New | +$756K | ﹤0.01% | 1274 |
|