OneDigital 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 |
-921
| Closed | -$230K | – | 1509 |
|
|
2024
Q4 | $230K | Sell |
921
-1,692
| -65% | -$422K | ﹤0.01% | 1265 |
|
|
2024
Q3 | $624K | Buy |
2,613
+73
| +3% | +$17.4K | 0.01% | 847 |
|
|
2024
Q2 | $505K | Buy |
2,540
+45
| +2% | +$8.94K | 0.01% | 898 |
|
|
2024
Q1 | $532K | Buy |
2,495
+44
| +2% | +$9.38K | 0.01% | 718 |
|
|
2023
Q4 | $540K | Sell |
2,451
-45
| -2% | -$9.91K | 0.01% | 687 |
|
|
2023
Q3 | $510K | Buy |
2,496
+1
| +0% | +$204 | 0.01% | 635 |
|
|
2023
Q2 | $418K | Buy |
+2,495
| New | +$418K | 0.01% | 702 |
|