Steward Partners Investment Advisory’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 |
-696
| Closed | -$174K | – | 4177 |
|
|
2024
Q4 | $174K | Sell |
696
-21
| -3% | -$5.24K | ﹤0.01% | 1697 |
|
|
2024
Q3 | $171K | Buy |
717
+98
| +16% | +$23.4K | ﹤0.01% | 1603 |
|
|
2024
Q2 | $123K | Sell |
619
-41
| -6% | -$8.14K | ﹤0.01% | 1677 |
|
|
2024
Q1 | $141K | Sell |
660
-79
| -11% | -$16.8K | ﹤0.01% | 1597 |
|
|
2023
Q4 | $163K | Buy |
739
+277
| +60% | +$61K | ﹤0.01% | 1463 |
|
|
2023
Q3 | $94.4K | Sell |
462
-46
| -9% | -$9.4K | ﹤0.01% | 1596 |
|
|
2023
Q2 | $85.1K | Sell |
508
-2,205
| -81% | -$370K | ﹤0.01% | 1663 |
|
|
2023
Q1 | $621K | Buy |
2,713
+654
| +32% | +$150K | 0.01% | 847 |
|
|
2022
Q4 | $423K | Buy |
2,059
+1,853
| +900% | +$381K | 0.01% | 966 |
|
|
2022
Q3 | $49K | Sell |
206
-12
| -6% | -$2.85K | ﹤0.01% | 1808 |
|
|
2022
Q2 | $40K | Buy |
+218
| New | +$40K | ﹤0.01% | 1920 |
|