TPCW
AZPN
TD Private Client Wealth’s Aspen Technology Inc AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,216
| Closed | -$2.3M | – | 1491 |
|
|
2024
Q4 | $2.3M | Sell |
9,216
-256
| -3% | -$63.9K | 0.06% | 208 |
|
|
2024
Q3 | $2.26M | Sell |
9,472
-67
| -0.7% | -$16K | 0.07% | 223 |
|
|
2024
Q2 | $1.89M | Sell |
9,539
-93
| -1% | -$18.5K | 0.06% | 243 |
|
|
2024
Q1 | $2.05M | Sell |
9,632
-92
| -0.9% | -$19.6K | 0.07% | 231 |
|
|
2023
Q4 | $2.14M | Sell |
9,724
-252
| -3% | -$55.5K | 0.08% | 209 |
|
|
2023
Q3 | $2.04M | Sell |
9,976
-1,221
| -11% | -$249K | 0.09% | 204 |
|
|
2023
Q2 | $1.88M | Sell |
11,197
-431
| -4% | -$72.2K | 0.08% | 232 |
|
|
2023
Q1 | $2.66M | Buy |
11,628
+4,034
| +53% | +$923K | 0.12% | 174 |
|
|
2022
Q4 | $1.56M | Sell |
7,594
-327
| -4% | -$67.2K | 0.07% | 253 |
|
|
2022
Q3 | $1.89M | Sell |
7,921
-247
| -3% | -$58.8K | 0.1% | 214 |
|
|
2022
Q2 | $1.5M | Buy |
+8,168
| New | +$1.5M | 0.07% | 251 |
|