Wilkins Investment Counsel’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 |
-11,508
| Closed | -$2.87M | – | 134 |
|
|
2024
Q4 | $2.87M | Hold |
11,508
| – | – | 0.42% | 48 |
|
|
2024
Q3 | $2.75M | Buy |
11,508
+336
| +3% | +$80.2K | 0.38% | 51 |
|
|
2024
Q2 | $2.22M | Hold |
11,172
| – | – | 0.33% | 58 |
|
|
2024
Q1 | $2.38M | Buy |
11,172
+4,872
| +77% | +$1.04M | 0.35% | 53 |
|
|
2023
Q4 | $1.39M | Hold |
6,300
| – | – | 0.34% | 50 |
|
|
2023
Q3 | $1.29M | Hold |
6,300
| – | – | 0.35% | 48 |
|
|
2023
Q2 | $1.06M | Hold |
6,300
| – | – | 0.28% | 48 |
|
|
2023
Q1 | $1.44M | Sell |
6,300
-50
| -0.8% | -$11.4K | 0.38% | 45 |
|
|
2022
Q4 | $1.3M | Sell |
6,350
-840
| -12% | -$172K | 0.34% | 47 |
|
|
2022
Q3 | $1.71M | Sell |
7,190
-126
| -2% | -$30K | 0.5% | 42 |
|
|
2022
Q2 | $1.34M | Buy |
+7,316
| New | +$1.34M | 0.36% | 47 |
|