Thrive Wealth 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 |
-1,210
| Closed | -$302K | – | 226 |
|
|
2024
Q4 | $302K | Sell |
1,210
-36
| -3% | -$8.99K | 0.05% | 156 |
|
|
2024
Q3 | $298K | Sell |
1,246
-10
| -0.8% | -$2.39K | 0.05% | 168 |
|
|
2024
Q2 | $249K | Buy |
1,256
+108
| +9% | +$21.5K | 0.05% | 185 |
|
|
2024
Q1 | $245K | Buy |
1,148
+125
| +12% | +$26.7K | 0.05% | 184 |
|
|
2023
Q4 | $225K | Buy |
+1,023
| New | +$225K | 0.05% | 174 |
|
|
2023
Q2 | – | Sell |
-967
| Closed | -$221K | – | 191 |
|
|
2023
Q1 | $221K | Buy |
+967
| New | +$221K | 0.06% | 158 |
|