Nisa Investment 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 |
-107
| Closed | -$26.7K | – | 3076 |
|
|
2024
Q4 | $26.7K | Sell |
107
-200
| -65% | -$49.9K | ﹤0.01% | 1850 |
|
|
2024
Q3 | $73.3K | Sell |
307
-103
| -25% | -$24.6K | ﹤0.01% | 1534 |
|
|
2024
Q2 | $81.4K | Sell |
410
-204
| -33% | -$40.5K | ﹤0.01% | 1525 |
|
|
2024
Q1 | $131K | Sell |
614
-598
| -49% | -$128K | ﹤0.01% | 1402 |
|
|
2023
Q4 | $267K | Buy |
1,212
+401
| +49% | +$88.3K | ﹤0.01% | 1226 |
|
|
2023
Q3 | $166K | Buy |
811
+1
| +0.1% | +$204 | ﹤0.01% | 1354 |
|
|
2023
Q2 | $136K | Buy |
810
+694
| +598% | +$116K | ﹤0.01% | 1429 |
|
|
2023
Q1 | $27K | Sell |
116
-35
| -23% | -$8.15K | ﹤0.01% | 1915 |
|
|
2022
Q4 | $31K | Buy |
151
+3
| +2% | +$616 | ﹤0.01% | 1929 |
|
|
2022
Q3 | $35K | Buy |
148
+22
| +17% | +$5.2K | ﹤0.01% | 1879 |
|
|
2022
Q2 | $23K | Buy |
+126
| New | +$23K | ﹤0.01% | 2018 |
|