True Wealth Design’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 |
-5
| Closed | -$1.25K | – | 2694 |
|
|
2024
Q4 | $1.25K | Buy |
5
+2
| +67% | +$500 | ﹤0.01% | 872 |
|
|
2024
Q3 | $717 | Buy |
3
+1
| +50% | +$239 | ﹤0.01% | 1038 |
|
|
2024
Q2 | $398 | Hold |
2
| – | – | ﹤0.01% | 685 |
|
|
2024
Q1 | $427 | Sell |
2
-1
| -33% | -$214 | ﹤0.01% | 655 |
|
|
2023
Q4 | $661 | Buy |
3
+2
| +200% | +$441 | ﹤0.01% | 409 |
|
|
2023
Q3 | $205 | Buy |
+1
| New | +$205 | ﹤0.01% | 634 |
|