Oppenheimer Asset Management’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 |
-1,075
| Closed | -$268K | – | 1209 |
|
|
2024
Q4 | $268K | Sell |
1,075
-16
| -1% | -$3.99K | ﹤0.01% | 1005 |
|
|
2024
Q3 | $261K | Sell |
1,091
-4
| -0.4% | -$955 | ﹤0.01% | 1033 |
|
|
2024
Q2 | $218K | Buy |
1,095
+105
| +11% | +$20.9K | ﹤0.01% | 1056 |
|
|
2024
Q1 | $211K | Buy |
+990
| New | +$211K | ﹤0.01% | 1030 |
|
|
2023
Q2 | – | Sell |
-954
| Closed | -$218K | – | 1173 |
|
|
2023
Q1 | $218K | Sell |
954
-5,227
| -85% | -$1.2M | ﹤0.01% | 1034 |
|
|
2022
Q4 | $1.27M | Sell |
6,181
-167
| -3% | -$34.3K | 0.02% | 613 |
|
|
2022
Q3 | $1.51M | Sell |
6,348
-112
| -2% | -$26.7K | 0.03% | 530 |
|
|
2022
Q2 | $1.19M | Buy |
+6,460
| New | +$1.19M | 0.02% | 623 |
|