Wealth Enhancement Advisory Services’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 |
-1,519
| Closed | -$379K | – | 3147 |
|
|
2024
Q4 | $379K | Buy |
1,519
+207
| +16% | +$51.7K | ﹤0.01% | 2174 |
|
|
2024
Q3 | $313K | Buy |
1,312
+133
| +11% | +$31.8K | ﹤0.01% | 2127 |
|
|
2024
Q2 | $234K | Buy |
1,179
+22
| +2% | +$4.37K | ﹤0.01% | 2168 |
|
|
2024
Q1 | $247K | Hold |
1,157
| – | – | ﹤0.01% | 2043 |
|
|
2023
Q4 | $255K | Sell |
1,157
-21
| -2% | -$4.62K | ﹤0.01% | 1931 |
|
|
2023
Q3 | $241K | Buy |
+1,178
| New | +$241K | ﹤0.01% | 1871 |
|