Portside Wealth Group’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 |
-3,231
| Closed | -$807K | – | 447 |
|
|
2024
Q4 | $807K | Sell |
3,231
-533
| -14% | -$133K | 0.13% | 168 |
|
|
2024
Q3 | $899K | Buy |
3,764
+67
| +2% | +$16K | 0.15% | 151 |
|
|
2024
Q2 | $734K | Sell |
3,697
-199
| -5% | -$39.5K | 0.14% | 158 |
|
|
2024
Q1 | $831K | Buy |
3,896
+403
| +12% | +$86K | 0.15% | 151 |
|
|
2023
Q4 | $769K | Buy |
3,493
+732
| +27% | +$161K | 0.14% | 155 |
|
|
2023
Q3 | $563K | Buy |
2,761
+24
| +0.9% | +$4.89K | 0.11% | 179 |
|
|
2023
Q2 | $459K | Buy |
+2,737
| New | +$459K | 0.09% | 206 |
|