Portside Wealth Group’s Aspen Technology Inc AZPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$807K Sell
2024
Q3
$899K Buy
2024
Q2
$734K Sell
2024
Q1
$831K Buy
2023
Q4
$769K Buy
2023
Q3
$563K Buy
2023
Q2
$459K Buy