Wallace Advisory Group’s Aspen Technology Inc AZPN Stock Holding History

Wallace Advisory Group’s Portfolio AZPN Stock Details AZPN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$231K	Sell
2024 Q4	$292K	Sell
2024 Q3	$244K	Sell
2024 Q2	$251K	Buy
2024 Q1	$275K	Buy
2023 Q4	$223K	Buy
2023 Q3	–	Sell
2023 Q2	$259K	Hold
2023 Q1	$259K	Sell
2022 Q4	$234K	Buy