Pathstone Family Office’s Aspen Technology Inc AZPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $731K | Buy |
3,579
+992
| +38% | +$203K | 0.01% | 844 |
|
|
2023
Q2 | $434K | Buy |
2,587
+1,184
| +84% | +$198K | 0.01% | 807 |
|
|
2023
Q1 | $321K | Sell |
1,403
-90
| -6% | -$20.6K | 0.01% | 882 |
|
|
2022
Q4 | $307K | Sell |
1,493
-2,186
| -59% | -$449K | ﹤0.01% | 1242 |
|
|
2022
Q3 | $876K | Buy |
3,679
+2,502
| +213% | +$596K | 0.01% | 809 |
|
|
2022
Q2 | $216K | Buy |
+1,177
| New | +$216K | ﹤0.01% | 933 |
|