KWM
AZPN

Kolinsky Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

Kolinsky Wealth Management’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
2024
Q4 		$361K Buy
1,448
+119
+9% +$29K 0.22% 95
2024
Q3 		$317K Buy
1,329
+60
+5% +$12.6K 0.21% 110
2024
Q2 		$252K Buy
+1,269
New +$261K 0.18% 121
2023
Q1 		– Sell
-979
Closed -$201K – 137
2022
Q4 		$201K Buy
+979
New +$227K 0.23% 119

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