KWM
AZPN
Kolinsky Wealth Management’s Aspen Technology Inc AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $361K | Buy |
1,448
+119
| +9% | +$29.7K | 0.22% | 95 |
|
|
2024
Q3 | $317K | Buy |
1,329
+60
| +5% | +$14.3K | 0.21% | 110 |
|
|
2024
Q2 | $252K | Buy |
+1,269
| New | +$252K | 0.18% | 121 |
|
|
2023
Q1 | – | Sell |
-979
| Closed | -$201K | – | 137 |
|
|
2022
Q4 | $201K | Buy |
+979
| New | +$201K | 0.23% | 119 |
|