Kestra Advisory Services’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
2025
Q1
Sell
2024
Q4
$358K Sell
2024
Q3
$398K Buy
2024
Q2
$330K Buy
2024
Q1
$317K Buy
2023
Q4
$312K Buy
2023
Q3
$271K Buy
2023
Q2
$203K Buy
2023
Q1
$266K Sell
2022
Q4
$313K Buy
2022
Q3
$218K Buy