PWS
AZPN
Precision Wealth Strategies’s Aspen Technology Inc AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,146
| Closed | -$286K | – | 127 |
|
|
2024
Q4 | $286K | Buy |
1,146
+5
| +0.4% | +$1.25K | 0.22% | 97 |
|
|
2024
Q3 | $272K | Buy |
1,141
+10
| +0.9% | +$2.39K | 0.25% | 93 |
|
|
2024
Q2 | $225K | Sell |
1,131
-265
| -19% | -$52.6K | 0.23% | 93 |
|
|
2024
Q1 | $298K | Sell |
1,396
-21
| -1% | -$4.48K | 0.28% | 78 |
|
|
2023
Q4 | $312K | Sell |
1,417
-5
| -0.4% | -$1.1K | 0.3% | 66 |
|
|
2023
Q3 | $290K | Buy |
1,422
+17
| +1% | +$3.47K | 0.32% | 63 |
|
|
2023
Q2 | $235K | Sell |
1,405
-39
| -3% | -$6.54K | 0.39% | 53 |
|
|
2023
Q1 | $330K | Sell |
1,444
-54
| -4% | -$12.4K | 0.52% | 43 |
|
|
2022
Q4 | $308K | Hold |
1,498
| – | – | 0.32% | 69 |
|
|
2022
Q3 | $374K | Sell |
1,498
-156
| -9% | -$38.9K | 0.33% | 67 |
|
|
2022
Q2 | $295K | Buy |
+1,654
| New | +$295K | 0.23% | 102 |
|