AE Wealth Management’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-591
| Closed | -$205K | – | 1232 |
|
2024
Q1 | $205K | Sell |
591
-2,268
| -79% | -$787K | ﹤0.01% | 1084 |
|
2023
Q4 | $950K | Sell |
2,859
-66
| -2% | -$21.9K | ﹤0.01% | 1174 |
|
2023
Q3 | $870K | Buy |
2,925
+85
| +3% | +$25.3K | 0.01% | 1153 |
|
2023
Q2 | $938K | Sell |
2,840
-129
| -4% | -$42.6K | 0.01% | 1112 |
|
2023
Q1 | $988K | Buy |
2,969
+172
| +6% | +$57.2K | 0.01% | 1050 |
|
2022
Q4 | $676K | Sell |
2,797
-291
| -9% | -$70.3K | ﹤0.01% | 1154 |
|
2022
Q3 | $685K | Sell |
3,088
-3
| -0.1% | -$665 | 0.01% | 1089 |
|
2022
Q2 | $740K | Buy |
3,091
+624
| +25% | +$149K | 0.01% | 998 |
|
2022
Q1 | $784K | Sell |
2,467
-587
| -19% | -$187K | 0.01% | 1012 |
|
2021
Q4 | $1.23M | Buy |
3,054
+43
| +1% | +$17.2K | 0.01% | 855 |
|
2021
Q3 | $1.03M | Buy |
3,011
+167
| +6% | +$56.9K | 0.01% | 857 |
|
2021
Q2 | $987K | Buy |
2,844
+419
| +17% | +$145K | 0.01% | 848 |
|
2021
Q1 | $823K | Sell |
2,425
-312
| -11% | -$106K | 0.01% | 837 |
|
2020
Q4 | $996K | Sell |
2,737
-134
| -5% | -$48.8K | 0.01% | 710 |
|
2020
Q3 | $939K | Buy |
2,871
+1,093
| +61% | +$357K | 0.01% | 652 |
|
2020
Q2 | $519K | Buy |
1,778
+51
| +3% | +$14.9K | 0.01% | 862 |
|
2020
Q1 | $401K | Sell |
1,727
-608
| -26% | -$141K | 0.01% | 753 |
|
2019
Q4 | $601K | Buy |
2,335
+715
| +44% | +$184K | 0.01% | 674 |
|
2019
Q3 | $359K | Buy |
+1,620
| New | +$359K | 0.01% | 715 |
|