Caldwell Investment 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 | $1.68M | Hold |
4,800
| – | – | 1.46% | 13 |
|
|
2025
Q1 | $1.51M | Hold |
4,800
| – | – | 1.12% | 18 |
|
|
2024
Q4 | $1.62M | Hold |
4,800
| – | – | 1.09% | 20 |
|
|
2024
Q3 | $1.56M | Buy |
+4,800
| New | +$1.56M | 1.09% | 20 |
|
|
2023
Q4 | – | Sell |
-4,400
| Closed | -$1.3M | – | 32 |
|
|
2023
Q3 | $1.3M | Hold |
4,400
| – | – | 1.27% | 17 |
|
|
2023
Q2 | $1.43M | Hold |
4,400
| – | – | 1.09% | 22 |
|
|
2023
Q1 | $1.46M | Buy |
4,400
+1,900
| +76% | +$632K | 1.45% | 17 |
|
|
2022
Q4 | $605K | Hold |
2,500
| – | – | 0.64% | 25 |
|
|
2022
Q3 | $570K | Buy |
+2,500
| New | +$570K | 0.69% | 26 |
|
|
2022
Q1 | – | Sell |
-3,860
| Closed | -$1.58M | – | 34 |
|
|
2021
Q4 | $1.58M | Buy |
+3,860
| New | +$1.58M | 1.23% | 19 |
|