NewEdge 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 |
-27,304
| Closed | -$6.82M | – | 990 |
|
|
2024
Q4 | $6.82M | Sell |
27,304
-626
| -2% | -$156K | 0.12% | 149 |
|
|
2024
Q3 | $6.67M | Buy |
27,930
+2,242
| +9% | +$535K | 0.12% | 153 |
|
|
2024
Q2 | $5.1M | Buy |
25,688
+378
| +1% | +$75.1K | 0.11% | 162 |
|
|
2024
Q1 | $5.1M | Buy |
25,310
+1,484
| +6% | +$299K | 0.11% | 161 |
|
|
2023
Q4 | $5.25M | Buy |
23,826
+356
| +2% | +$78.4K | 0.13% | 137 |
|
|
2023
Q3 | $4.79M | Buy |
23,470
+1,142
| +5% | +$233K | 0.15% | 134 |
|
|
2023
Q2 | $3.74M | Buy |
22,328
+392
| +2% | +$65.7K | 0.13% | 149 |
|
|
2023
Q1 | $5.02M | Buy |
21,936
+4,863
| +28% | +$1.11M | 0.19% | 118 |
|
|
2022
Q4 | $3.51M | Buy |
17,073
+820
| +5% | +$168K | 0.15% | 131 |
|
|
2022
Q3 | $3.87M | Buy |
16,253
+946
| +6% | +$225K | 0.18% | 121 |
|
|
2022
Q2 | $2.81M | Buy |
+15,307
| New | +$2.81M | 0.13% | 146 |
|