Baldwin Wealth Partners’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-447
| Closed | -$142K | – | 272 |
|
|
2024
Q3 | $142K | Buy |
447
+22
| +5% | +$7.01K | 0.01% | 370 |
|
|
2024
Q2 | $137K | Hold |
425
| – | – | 0.01% | 232 |
|
|
2024
Q1 | $148K | Sell |
425
-35
| -8% | -$12.2K | 0.01% | 236 |
|
|
2023
Q4 | $167K | Sell |
460
-140
| -23% | -$50.8K | 0.01% | 225 |
|
|
2023
Q3 | $179K | Hold |
600
| – | – | 0.02% | 233 |
|
|
2023
Q2 | $198K | Hold |
600
| – | – | 0.02% | 237 |
|
|
2023
Q1 | $200K | Hold |
600
| – | – | 0.02% | 238 |
|
|
2022
Q4 | $145K | Buy |
+600
| New | +$145K | 0.01% | 272 |
|