Carson Wealth (CWM LLC)’s Ansys ANSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
10,214
+1,273
| +14% | +$447K | 0.01% | 699 |
|
|
2025
Q1 | $2.83M | Buy |
8,941
+2,032
| +29% | +$643K | 0.01% | 713 |
|
|
2024
Q4 | $2.33M | Buy |
6,909
+797
| +13% | +$269K | 0.01% | 726 |
|
|
2024
Q3 | $1.95M | Buy |
6,112
+226
| +4% | +$72K | 0.01% | 710 |
|
|
2024
Q2 | $1.89M | Buy |
5,886
+2,136
| +57% | +$687K | 0.01% | 664 |
|
|
2024
Q1 | $1.3M | Buy |
3,750
+1,547
| +70% | +$537K | 0.01% | 751 |
|
|
2023
Q4 | $799K | Buy |
2,203
+106
| +5% | +$38.4K | ﹤0.01% | 895 |
|
|
2023
Q3 | $624K | Buy |
2,097
+19
| +0.9% | +$5.65K | ﹤0.01% | 908 |
|
|
2023
Q2 | $686K | Buy |
2,078
+51
| +3% | +$16.8K | ﹤0.01% | 840 |
|
|
2023
Q1 | $675K | Sell |
2,027
-32
| -2% | -$10.7K | ﹤0.01% | 787 |
|
|
2022
Q4 | $497K | Sell |
2,059
-996
| -33% | -$240K | ﹤0.01% | 816 |
|
|
2022
Q3 | $677K | Buy |
3,055
+483
| +19% | +$107K | 0.01% | 667 |
|
|
2022
Q2 | $615K | Sell |
2,572
-221
| -8% | -$52.8K | ﹤0.01% | 682 |
|
|
2022
Q1 | $887K | Sell |
2,793
-46,386
| -94% | -$14.7M | 0.01% | 585 |
|
|
2021
Q4 | $19.7M | Buy |
+49,179
| New | +$19.7M | 0.14% | 145 |
|
|
2021
Q2 | $411K | Hold |
1,183
| – | – | ﹤0.01% | 706 |
|
|
2021
Q1 | $411K | Hold |
1,183
| – | – | ﹤0.01% | 706 |
|
|
2020
Q4 | $411K | Hold |
1,183
| – | – | ﹤0.01% | 706 |
|
|
2020
Q3 | $411K | Hold |
1,183
| – | – | ﹤0.01% | 706 |
|
|
2020
Q2 | $411K | Hold |
1,183
| – | – | ﹤0.01% | 706 |
|
|
2020
Q1 | $411K | Hold |
1,183
| – | – | ﹤0.01% | 706 |
|
|
2019
Q4 | $411K | Hold |
1,183
| – | – | ﹤0.01% | 706 |
|
|
2019
Q3 | $411K | Hold |
1,183
| – | – | ﹤0.01% | 706 |
|
|
2019
Q2 | $411K | Hold |
1,183
| – | – | ﹤0.01% | 706 |
|
|
2019
Q1 | $411K | Buy |
1,183
+1,139
| +2,589% | +$396K | ﹤0.01% | 706 |
|
|
2018
Q4 | $6K | Buy |
44
+31
| +238% | +$4.23K | ﹤0.01% | 1465 |
|
|
2018
Q3 | $2K | Buy |
13
+10
| +333% | +$1.54K | ﹤0.01% | 1491 |
|
|
2018
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 1466 |
|
|
2018
Q1 | $0 | Sell |
3
-20
| -87% | – | ﹤0.01% | 1397 |
|
|
2017
Q4 | $3K | Sell |
23
-21
| -48% | -$2.74K | ﹤0.01% | 1180 |
|
|
2017
Q3 | $5K | Buy |
44
+21
| +91% | +$2.39K | ﹤0.01% | 1062 |
|
|
2017
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 943 |
|
|
2017
Q1 | $2K | Buy |
23
+3
| +15% | +$261 | ﹤0.01% | 965 |
|
|
2016
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 960 |
|
|
2016
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 905 |
|