NewEdge 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 |
-166
| Closed | -$41.4K | – | 4134 |
|
|
2024
Q4 | $41.4K | Sell |
166
-7
| -4% | -$1.75K | ﹤0.01% | 2581 |
|
|
2024
Q3 | $41.3K | Sell |
173
-16
| -8% | -$3.82K | ﹤0.01% | 2498 |
|
|
2024
Q2 | $37.5K | Buy |
189
+16
| +9% | +$3.18K | ﹤0.01% | 2435 |
|
|
2024
Q1 | $36.9K | Buy |
173
+3
| +2% | +$640 | ﹤0.01% | 2414 |
|
|
2023
Q4 | $37.4K | Buy |
+170
| New | +$37.4K | ﹤0.01% | 2320 |
|
|
2023
Q3 | – | Sell |
-2
| Closed | -$335 | – | 3687 |
|
|
2023
Q2 | $335 | Buy |
+2
| New | +$335 | ﹤0.01% | 3350 |
|
|
2023
Q1 | – | Sell |
-26
| Closed | -$5.34K | – | 4234 |
|
|
2022
Q4 | $5.34K | Sell |
26
-5,587
| -100% | -$1.15M | ﹤0.01% | 2567 |
|
|
2022
Q3 | $1.34M | Buy |
+5,613
| New | +$1.34M | 0.02% | 543 |
|