LVW Advisors’s Aspen Technology Inc AZPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$876K Sell
2024
Q3
$884K Buy
2024
Q2
$673K Buy
2024
Q1
$677K Sell
2023
Q4
$717K Sell
2023
Q3
$679K Sell
2023
Q2
$624K Sell
2023
Q1
$871K Buy
2022
Q4
$467K Sell
2022
Q3
$578K Sell
2022
Q2
$449K Buy