LVW 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 |
-3,509
| Closed | -$876K | – | 327 |
|
|
2024
Q4 | $876K | Sell |
3,509
-194
| -5% | -$48.4K | 0.11% | 123 |
|
|
2024
Q3 | $884K | Buy |
3,703
+317
| +9% | +$75.7K | 0.11% | 125 |
|
|
2024
Q2 | $673K | Buy |
3,386
+214
| +7% | +$42.5K | 0.1% | 133 |
|
|
2024
Q1 | $677K | Sell |
3,172
-86
| -3% | -$18.3K | 0.11% | 128 |
|
|
2023
Q4 | $717K | Sell |
3,258
-64
| -2% | -$14.1K | 0.13% | 115 |
|
|
2023
Q3 | $679K | Sell |
3,322
-400
| -11% | -$81.7K | 0.14% | 94 |
|
|
2023
Q2 | $624K | Sell |
3,722
-82
| -2% | -$13.7K | 0.12% | 112 |
|
|
2023
Q1 | $871K | Buy |
3,804
+1,532
| +67% | +$351K | 0.17% | 90 |
|
|
2022
Q4 | $467K | Sell |
2,272
-154
| -6% | -$31.6K | 0.09% | 150 |
|
|
2022
Q3 | $578K | Sell |
2,426
-17
| -0.7% | -$4.05K | 0.13% | 116 |
|
|
2022
Q2 | $449K | Buy |
+2,443
| New | +$449K | 0.09% | 144 |
|