Legacy Advisors’s Aspen Technology Inc AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,327
| Closed | -$581K | – | 474 |
|
|
2024
Q4 | $581K | Buy |
2,327
+13
| +0.6% | +$3.25K | 0.06% | 237 |
|
|
2024
Q3 | $553K | Sell |
2,314
-88
| -4% | -$21K | 0.06% | 230 |
|
|
2024
Q2 | $477K | Buy |
2,402
+37
| +2% | +$7.35K | 0.06% | 214 |
|
|
2024
Q1 | $504K | Buy |
2,365
+183
| +8% | +$39K | 0.06% | 204 |
|
|
2023
Q4 | $480K | Buy |
2,182
+306
| +16% | +$67.4K | 0.06% | 197 |
|
|
2023
Q3 | $383K | Buy |
1,876
+108
| +6% | +$22.1K | 0.06% | 209 |
|
|
2023
Q2 | $296K | Buy |
+1,768
| New | +$296K | 0.04% | 222 |
|