LPL Financial’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 |
-25,977
| Closed | -$6.48M | – | 5375 |
|
|
2024
Q4 | $6.48M | Sell |
25,977
-4,015
| -13% | -$1M | ﹤0.01% | 1848 |
|
|
2024
Q3 | $7.16M | Buy |
29,992
+3,624
| +14% | +$865K | ﹤0.01% | 1707 |
|
|
2024
Q2 | $5.24M | Buy |
26,368
+1,501
| +6% | +$298K | ﹤0.01% | 1798 |
|
|
2024
Q1 | $5.3M | Buy |
24,867
+2,622
| +12% | +$559K | ﹤0.01% | 1721 |
|
|
2023
Q4 | $4.9M | Buy |
22,245
+2,857
| +15% | +$629K | ﹤0.01% | 1690 |
|
|
2023
Q3 | $3.96M | Buy |
19,388
+3,179
| +20% | +$649K | ﹤0.01% | 1727 |
|
|
2023
Q2 | $2.72M | Buy |
16,209
+1,540
| +10% | +$258K | ﹤0.01% | 1994 |
|
|
2023
Q1 | $3.36M | Buy |
14,669
+814
| +6% | +$186K | ﹤0.01% | 1772 |
|
|
2022
Q4 | $2.85M | Sell |
13,855
-768
| -5% | -$158K | ﹤0.01% | 1806 |
|
|
2022
Q3 | $3.48M | Buy |
14,623
+1,618
| +12% | +$385K | ﹤0.01% | 1618 |
|
|
2022
Q2 | $2.39M | Buy |
+13,005
| New | +$2.39M | ﹤0.01% | 1892 |
|