Lido Advisors’s Aspen Technology Inc AZPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,017
Closed -$254K 1442
2024
Q4
$254K Buy
+1,017
New +$254K ﹤0.01% 1177
2023
Q2
Sell
-875
Closed -$200K 1121
2023
Q1
$200K Buy
+875
New +$200K ﹤0.01% 911