A detailed history of Heritage Wealth Management, LLC transactions in Aspen Technology, Inc. stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,876 shares of AZPN stock, worth $365,895. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,876
Previous 1,978 5.16%
Holding current value
$365,895
Previous $435,000 8.05%
% of portfolio
0.2%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

SELL
$175.36 - $216.89 $17,886 - $22,122
-102 Reduced 5.16%
1,876 $400,000
Q4 2023

Feb 06, 2024

SELL
$163.41 - $221.82 $209,164 - $283,929
-1,280 Reduced 39.29%
1,978 $435,000
Q4 2022

Feb 13, 2023

BUY
$199.97 - $256.23 $361,745 - $463,520
1,809 Added 124.84%
3,258 $669,000
Q3 2022

Nov 14, 2022

BUY
$175.3 - $238.2 $9,992 - $13,577
57 Added 4.09%
1,449 $345,000
Q2 2022

Aug 15, 2022

BUY
$149.35 - $210.23 $207,895 - $292,640
1,392 New
1,392 $255,000

Others Institutions Holding AZPN

About Aspen Technology, Inc.


  • Ticker AZPN
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 64,531,300
  • Market Cap $12.6B
  • 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
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