Snider Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,029
| Closed | -$2.78M | – | 66 |
|
|
2024
Q1 | $2.78M | Sell |
13,029
-3,473
| -21% | -$741K | 1.16% | 27 |
|
|
2023
Q4 | $3.63M | Buy |
16,502
+822
| +5% | +$181K | 1.67% | 23 |
|
|
2023
Q3 | $3.2M | Buy |
15,680
+273
| +2% | +$55.8K | 1.55% | 23 |
|
|
2023
Q2 | $2.58M | Buy |
15,407
+1,867
| +14% | +$313K | 1.23% | 24 |
|
|
2023
Q1 | $3.1M | Sell |
13,540
-475
| -3% | -$109K | 1.65% | 24 |
|
|
2022
Q4 | $2.88M | Sell |
14,015
-773
| -5% | -$159K | 1.59% | 22 |
|
|
2022
Q3 | $3.7M | Buy |
+14,788
| New | +$3.7M | 2.01% | 16 |
|