WIM
AZPN

WealthPlan Investment Management’s Aspen Technology Inc AZPN Stock Holding History

WealthPlan Investment Management’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-123
Closed -$20.6K – 373
2023
Q2 		$20.6K Sell
123
-439
-78% -$73.6K 0.01% 238
2023
Q1 		$129K Buy
+562
New +$129K 0.02% 182