Shelton Capital Management’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 |
-1,002
| Closed | -$250K | – | 760 |
|
|
2024
Q4 | $250K | Sell |
1,002
-91
| -8% | -$22.7K | 0.01% | 579 |
|
|
2024
Q3 | $261K | Sell |
1,093
-46
| -4% | -$11K | 0.01% | 568 |
|
|
2024
Q2 | $226K | Sell |
1,139
-69
| -6% | -$13.7K | 0.01% | 621 |
|
|
2024
Q1 | $258K | Hold |
1,208
| – | – | 0.01% | 593 |
|
|
2023
Q4 | $266K | Sell |
1,208
-149
| -11% | -$32.8K | 0.01% | 550 |
|
|
2023
Q3 | $277K | Sell |
1,357
-107
| -7% | -$21.9K | 0.01% | 501 |
|
|
2023
Q2 | $245K | Hold |
1,464
| – | – | 0.01% | 591 |
|
|
2023
Q1 | $335K | Sell |
1,464
-47
| -3% | -$10.8K | 0.01% | 414 |
|
|
2022
Q4 | $310K | Hold |
1,511
| – | – | 0.03% | 410 |
|
|
2022
Q3 | $360K | Hold |
1,511
| – | – | 0.02% | 375 |
|
|
2022
Q2 | $278K | Buy |
+1,511
| New | +$278K | 0.01% | 508 |
|