Segall Bryant & Hamill’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 |
-28,096
| Closed | -$7.01M | – | 645 |
|
|
2024
Q4 | $7.01M | Buy |
28,096
+2,637
| +10% | +$658K | 0.1% | 279 |
|
|
2024
Q3 | $6.08M | Buy |
+25,459
| New | +$6.08M | 0.08% | 298 |
|
|
2023
Q3 | – | Sell |
-5,810
| Closed | -$974K | – | 718 |
|
|
2023
Q2 | $974K | Hold |
5,810
| – | – | 0.01% | 485 |
|
|
2023
Q1 | $1.33M | Hold |
5,810
| – | – | 0.01% | 465 |
|
|
2022
Q4 | $1.19M | Hold |
5,810
| – | – | 0.01% | 469 |
|
|
2022
Q3 | $1.38M | Buy |
5,810
+419
| +8% | +$99.8K | 0.02% | 461 |
|
|
2022
Q2 | $991K | Buy |
+5,391
| New | +$991K | 0.01% | 495 |
|