Mitchell & Pahl Private Wealth’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 |
-2,964
| Closed | -$740K | – | 148 |
|
|
2024
Q4 | $740K | Buy |
2,964
+179
| +6% | +$44.7K | 0.35% | 102 |
|
|
2024
Q3 | $665K | Buy |
2,785
+131
| +5% | +$31.3K | 0.31% | 113 |
|
|
2024
Q2 | $527K | Buy |
2,654
+65
| +3% | +$12.9K | 0.28% | 120 |
|
|
2024
Q1 | $552K | Buy |
2,589
+244
| +10% | +$52K | 0.29% | 119 |
|
|
2023
Q4 | $516K | Buy |
2,345
+10
| +0.4% | +$2.2K | 0.29% | 118 |
|
|
2023
Q3 | $477K | Buy |
2,335
+471
| +25% | +$96.2K | 0.28% | 119 |
|
|
2023
Q2 | $312K | Buy |
1,864
+196
| +12% | +$32.9K | 0.19% | 135 |
|
|
2023
Q1 | $382K | Buy |
1,668
+60
| +4% | +$13.7K | 0.24% | 127 |
|
|
2022
Q4 | $330K | Buy |
1,608
+137
| +9% | +$28.1K | 0.22% | 133 |
|
|
2022
Q3 | $350K | Buy |
1,471
+149
| +11% | +$35.5K | 0.26% | 118 |
|
|
2022
Q2 | $243K | Buy |
+1,322
| New | +$243K | 0.17% | 149 |
|