Wealth Alliance’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 |
-1,112
| Closed | -$278K | – | 552 |
|
|
2024
Q4 | $278K | Buy |
1,112
+24
| +2% | +$5.99K | 0.03% | 406 |
|
|
2024
Q3 | $260K | Buy |
1,088
+39
| +4% | +$9.31K | 0.03% | 435 |
|
|
2024
Q2 | $208K | Sell |
1,049
-17
| -2% | -$3.38K | 0.03% | 481 |
|
|
2024
Q1 | $227K | Buy |
1,066
+4
| +0.4% | +$853 | 0.03% | 463 |
|
|
2023
Q4 | $234K | Buy |
1,062
+3
| +0.3% | +$660 | 0.03% | 448 |
|
|
2023
Q3 | $216K | Buy |
+1,059
| New | +$216K | 0.03% | 442 |
|
|
2023
Q2 | – | Sell |
-1,131
| Closed | -$259K | – | 537 |
|
|
2023
Q1 | $259K | Buy |
+1,131
| New | +$259K | 0.04% | 406 |
|