Private Wealth Management 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 |
-8
| Closed | -$2K | – | 1606 |
|
|
2024
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 1081 |
|
|
2024
Q3 | $1.91K | Sell |
8
-13
| -62% | -$3.11K | ﹤0.01% | 1081 |
|
|
2024
Q2 | $4.17K | Buy |
21
+16
| +320% | +$3.18K | ﹤0.01% | 775 |
|
|
2024
Q1 | $1.07K | Hold |
5
| – | – | ﹤0.01% | 1240 |
|
|
2023
Q4 | $1.1K | Buy |
+5
| New | +$1.1K | ﹤0.01% | 1230 |
|