Carson Wealth (CWM LLC)’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-10,214
| Closed | -$3.59M | – | 5244 |
|
|
2025
Q2 | $3.59M | Buy |
10,214
+1,273
| +14% | +$417K | 0.01% | 699 |
|
|
2025
Q1 | $2.83M | Buy |
8,941
+2,032
| +29% | +$682K | 0.01% | 713 |
|
|
2024
Q4 | $2.33M | Buy |
6,909
+797
| +13% | +$267K | 0.01% | 726 |
|
|
2024
Q3 | $1.95M | Buy |
6,112
+226
| +4% | +$71.9K | 0.01% | 711 |
|
|
2024
Q2 | $1.89M | Buy |
5,886
+2,136
| +57% | +$700K | 0.01% | 665 |
|
|
2024
Q1 | $1.3M | Buy |
3,750
+1,547
| +70% | +$524K | 0.01% | 752 |
|
|
2023
Q4 | $799K | Buy |
2,203
+106
| +5% | +$31.4K | ﹤0.01% | 896 |
|
|
2023
Q3 | $624K | Buy |
2,097
+19
| +0.9% | +$6.01K | ﹤0.01% | 911 |
|
|
2023
Q2 | $686K | Buy |
2,078
+51
| +3% | +$16.2K | ﹤0.01% | 841 |
|
|
2023
Q1 | $675K | Sell |
2,027
-32
| -2% | -$9.03K | ﹤0.01% | 789 |
|
|
2022
Q4 | $497K | Sell |
2,059
-996
| -33% | -$232K | ﹤0.01% | 818 |
|
|
2022
Q3 | $677K | Buy |
3,055
+483
| +19% | +$123K | 0.01% | 669 |
|
|
2022
Q2 | $615K | Sell |
2,572
-221
| -8% | -$58.5K | ﹤0.01% | 684 |
|
|
2022
Q1 | $887K | Sell |
2,793
-46,386
| -94% | -$15.1M | 0.01% | 587 |
|
|
2021
Q4 | $19.7M | Buy |
+49,179
| New | +$18.9M | 0.14% | 145 |
|
|
2021
Q2 | $411K | Hold |
1,183
| – | – | ﹤0.01% | 708 |
|
|
2021
Q1 | $411K | Hold |
1,183
| – | – | ﹤0.01% | 708 |
|
|
2020
Q4 | $411K | Hold |
1,183
| – | – | ﹤0.01% | 708 |
|
|
2020
Q3 | $411K | Hold |
1,183
| – | – | ﹤0.01% | 708 |
|
|
2020
Q2 | $411K | Hold |
1,183
| – | – | ﹤0.01% | 708 |
|
|
2020
Q1 | $411K | Hold |
1,183
| – | – | ﹤0.01% | 708 |
|
|
2019
Q4 | $411K | Hold |
1,183
| – | – | ﹤0.01% | 708 |
|
|
2019
Q3 | $411K | Hold |
1,183
| – | – | ﹤0.01% | 708 |
|
|
2019
Q2 | $411K | Hold |
1,183
| – | – | ﹤0.01% | 708 |
|
|
2019
Q1 | $411K | Buy |
1,183
+1,139
| +2,589% | +$193K | ﹤0.01% | 708 |
|
|
2018
Q4 | $6K | Buy |
44
+31
| +238% | +$4.82K | ﹤0.01% | 1471 |
|
|
2018
Q3 | $2K | Buy |
13
+10
| +333% | +$1.79K | ﹤0.01% | 1495 |
|
|
2018
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 1470 |
|
|
2018
Q1 | $0 | Sell |
3
-20
| -87% | -$3.2K | ﹤0.01% | 1398 |
|
|
2017
Q4 | $3K | Sell |
23
-21
| -48% | -$2.97K | ﹤0.01% | 1181 |
|
|
2017
Q3 | $5K | Buy |
44
+21
| +91% | +$2.64K | ﹤0.01% | 1063 |
|
|
2017
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 944 |
|
|
2017
Q1 | $2K | Buy |
23
+3
| +15% | +$301 | ﹤0.01% | 966 |
|
|
2016
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 961 |
|
|
2016
Q3 | $2K | Buy |
+20
| New | +$1.86K | ﹤0.01% | 906 |
|
Other funds holding ANSS
ALMGDA
BIG
SRC
IA
HNB