A detailed history of Ever Source Wealth Advisors, LLC transactions in Aspen Technology, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,506 shares of AZPN stock, worth $377,704. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,506
Previous 1,455 3.51%
Holding current value
$377,704
Previous $289,000 24.22%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 08, 2024

BUY
$172.9 - $239.26 $8,817 - $12,202
51 Added 3.51%
1,506 $359,000
Q2 2024

Aug 13, 2024

BUY
$188.77 - $221.94 $7,550 - $8,877
40 Added 2.83%
1,455 $289,000
Q1 2024

Jun 11, 2024

SELL
$175.36 - $216.89 $1,402 - $1,735
-8 Reduced 0.56%
1,415 $301,000
Q4 2023

Feb 09, 2024

SELL
$163.41 - $221.82 $8,333 - $11,312
-51 Reduced 3.46%
1,423 $313,000
Q3 2023

Nov 03, 2023

SELL
$166.81 - $205.46 $1,501 - $1,849
-9 Reduced 0.61%
1,474 $301,000
Q2 2023

Aug 04, 2023

SELL
$162.11 - $244.34 $44,256 - $66,704
-273 Reduced 15.55%
1,483 $248,000
Q1 2023

May 11, 2023

BUY
$189.79 - $228.87 $95,464 - $115,121
503 Added 40.14%
1,756 $401,000
Q4 2022

Feb 09, 2023

SELL
$199.97 - $256.23 $144,978 - $185,766
-725 Reduced 36.65%
1,253 $257,000
Q3 2022

Nov 07, 2022

BUY
$175.3 - $238.2 $11,219 - $15,244
64 Added 3.34%
1,978 $470,000
Q2 2022

Aug 01, 2022

BUY
$149.35 - $210.23 $285,855 - $402,380
1,914 New
1,914 $352,000

Others Institutions Holding AZPN

About Aspen Technology, Inc.


  • Ticker AZPN
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 64,531,300
  • Market Cap $16.2B
  • 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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