Meridian Financial Partners’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 |
-1,764
| Closed | -$440K | – | 109 |
|
|
2024
Q4 | $440K | Hold |
1,764
| – | – | 0.23% | 65 |
|
|
2024
Q3 | $421K | Hold |
1,764
| – | – | 0.21% | 71 |
|
|
2024
Q2 | $340K | Hold |
1,764
| – | – | 0.2% | 66 |
|
|
2024
Q1 | $354K | Hold |
1,764
| – | – | 0.46% | 32 |
|
|
2023
Q4 | $350K | Hold |
1,764
| – | – | 0.36% | 38 |
|
|
2023
Q3 | $334K | Hold |
1,764
| – | – | 0.34% | 41 |
|
|
2023
Q2 | $309K | Hold |
1,764
| – | – | 0.19% | 65 |
|
|
2023
Q1 | $407K | Hold |
1,764
| – | – | 0.46% | 34 |
|
|
2022
Q4 | $342K | Hold |
1,764
| – | – | 0.38% | 37 |
|
|
2022
Q3 | $427K | Hold |
1,764
| – | – | 0.61% | 29 |
|
|
2022
Q2 | $346K | Buy |
+1,764
| New | +$346K | 0.23% | 67 |
|