Pathstone Holdings’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
-4,626
Closed -$1.15M 2371
2024
Q4
$1.15M Buy
4,626
+1,151
+33% +$287K 0.01% 1288
2024
Q3
$830K Buy
3,475
+72
+2% +$17.2K ﹤0.01% 1466
2024
Q2
$676K Buy
3,403
+92
+3% +$18.3K ﹤0.01% 1536
2024
Q1
$706K Sell
3,311
-545
-14% -$116K ﹤0.01% 1504
2023
Q4
$849K Buy
+3,856
New +$849K ﹤0.01% 1161