Shepherd Financial Partners’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 |
-970
| Closed | -$242K | – | 240 |
|
|
2024
Q4 | $242K | Hold |
970
| – | – | 0.03% | 199 |
|
|
2024
Q3 | $232K | Buy |
+970
| New | +$232K | 0.03% | 204 |
|
|
2024
Q2 | – | Sell |
-970
| Closed | -$207K | – | 222 |
|
|
2024
Q1 | $207K | Hold |
970
| – | – | 0.03% | 207 |
|
|
2023
Q4 | $214K | Buy |
+970
| New | +$214K | 0.03% | 198 |
|
|
2023
Q2 | – | Sell |
-970
| Closed | -$222K | – | 191 |
|
|
2023
Q1 | $222K | Buy |
+970
| New | +$222K | 0.04% | 170 |
|
|
2022
Q4 | – | Sell |
-970
| Closed | -$231K | – | 177 |
|
|
2022
Q3 | $231K | Buy |
+970
| New | +$231K | 0.05% | 151 |
|