Bartlett & Co Wealth Management’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Buy |
77
+11
| +17% | +$3.86K | ﹤0.01% | 762 |
|
|
2025
Q1 | $20.9K | Buy |
+66
| New | +$20.9K | ﹤0.01% | 807 |
|
|
2022
Q4 | – | Sell |
-9
| Closed | -$2K | – | 1105 |
|
|
2022
Q3 | $2K | Sell |
9
-15
| -63% | -$3.33K | ﹤0.01% | 1053 |
|
|
2022
Q2 | $5.74K | Buy |
+24
| New | +$5.74K | ﹤0.01% | 990 |
|
|
2019
Q4 | – | Sell |
-610
| Closed | -$135K | – | 865 |
|
|
2019
Q3 | $135K | Hold |
610
| – | – | ﹤0.01% | 367 |
|
|
2019
Q2 | $125K | Hold |
610
| – | – | ﹤0.01% | 299 |
|
|
2019
Q1 | $111K | Hold |
610
| – | – | ﹤0.01% | 307 |
|
|
2018
Q4 | $87.2K | Hold |
610
| – | – | ﹤0.01% | 322 |
|
|
2018
Q3 | $114K | Buy |
+610
| New | +$114K | ﹤0.01% | 313 |
|