A detailed history of Axxcess Wealth Management, LLC transactions in Aspen Technology, Inc. stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 1,479 shares of AZPN stock, worth $364,277. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,479
Previous 1,514 2.31%
Holding current value
$364,277
Previous $300,000 17.67%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$172.9 - $239.26 $6,051 - $8,374
-35 Reduced 2.31%
1,479 $353,000
Q2 2024

Aug 09, 2024

SELL
$188.77 - $221.94 $3,209 - $3,772
-17 Reduced 1.11%
1,514 $300,000
Q1 2024

May 14, 2024

SELL
$175.36 - $216.89 $5,962 - $7,374
-34 Reduced 2.17%
1,531 $326,000
Q4 2023

Feb 06, 2024

SELL
$163.41 - $221.82 $9,641 - $13,087
-59 Reduced 3.63%
1,565 $344,000
Q3 2023

Nov 14, 2023

BUY
$166.81 - $205.46 $23,853 - $29,380
143 Added 9.66%
1,624 $331,000
Q2 2023

Aug 08, 2023

SELL
$162.11 - $244.34 $947,046 - $1.43 Million
-5,842 Reduced 79.78%
1,481 $248,000
Q1 2023

May 03, 2023

BUY
$189.79 - $228.87 $256,216 - $308,974
1,350 Added 22.6%
7,323 $1.68 Million
Q4 2022

Feb 14, 2023

BUY
$199.97 - $256.23 $996,250 - $1.28 Million
4,982 Added 502.72%
5,973 $1.23 Million
Q3 2022

Nov 14, 2022

BUY
$175.3 - $238.2 $173,722 - $236,056
991 New
991 $236,000

Others Institutions Holding AZPN

About Aspen Technology, Inc.


  • Ticker AZPN
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 64,531,300
  • Market Cap $15.9B
  • Description
  • Aspen Technology, Inc. provides enterprise asset performance management, asset performance monitoring, and asset optimization solutions worldwide. The company's solutions address complex environments where it is critical to optimize the asset design, operation, and maintenance lifecycle. It serves bulk chemicals, consumer packaged goods, downstr...
More about AZPN
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.