OWA
AZPN
Outlook Wealth Advisors’s Aspen Technology Inc AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,026
| Closed | -$506K | – | 272 |
|
|
2024
Q4 | $506K | Hold |
2,026
| – | – | 0.15% | 134 |
|
|
2024
Q3 | $484K | Hold |
2,026
| – | – | 0.14% | 134 |
|
|
2024
Q2 | $402K | Hold |
2,026
| – | – | 0.13% | 162 |
|
|
2024
Q1 | $432K | Hold |
2,026
| – | – | 0.13% | 156 |
|
|
2023
Q4 | $446K | Hold |
2,026
| – | – | 0.16% | 132 |
|
|
2023
Q3 | $414K | Hold |
2,026
| – | – | 0.16% | 134 |
|
|
2023
Q2 | $340K | Sell |
2,026
-5
| -0.2% | -$838 | 0.13% | 152 |
|
|
2023
Q1 | $465K | Hold |
2,031
| – | – | 0.21% | 117 |
|
|
2022
Q4 | $417K | Hold |
2,031
| – | – | 0.2% | 115 |
|
|
2022
Q3 | $484K | Hold |
2,031
| – | – | 0.22% | 113 |
|
|
2022
Q2 | $373K | Buy |
+2,031
| New | +$373K | 0.15% | 143 |
|