CWM
ANSS
Circle Wealth Management’s Ansys ANSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-804
| Closed | -$258K | – | 215 |
|
|
2024
Q2 | $258K | Sell |
804
-64
| -7% | -$20.6K | 0.01% | 202 |
|
|
2024
Q1 | $301K | Sell |
868
-1
| -0.1% | -$347 | 0.01% | 172 |
|
|
2023
Q4 | $315K | Buy |
869
+1
| +0.1% | +$363 | 0.01% | 164 |
|
|
2023
Q3 | $258K | Hold |
868
| – | – | 0.01% | 178 |
|
|
2023
Q2 | $287K | Hold |
868
| – | – | 0.04% | 138 |
|
|
2023
Q1 | $289K | Sell |
868
-1
| -0.1% | -$333 | 0.04% | 137 |
|
|
2022
Q4 | $210K | Buy |
+869
| New | +$210K | 0.03% | 155 |
|
|
2022
Q3 | – | Sell |
-869
| Closed | -$208K | – | 161 |
|
|
2022
Q2 | $208K | Hold |
869
| – | – | 0.03% | 157 |
|
|
2022
Q1 | $276K | Sell |
869
-70
| -7% | -$22.2K | 0.04% | 162 |
|
|
2021
Q4 | $377K | Hold |
939
| – | – | 0.05% | 141 |
|
|
2021
Q3 | $320K | Hold |
939
| – | – | 0.05% | 146 |
|
|
2021
Q2 | $326K | Hold |
939
| – | – | 0.05% | 152 |
|
|
2021
Q1 | $319K | Hold |
939
| – | – | 0.05% | 141 |
|
|
2020
Q4 | $342K | Hold |
939
| – | – | 0.05% | 180 |
|
|
2020
Q3 | $307K | Hold |
939
| – | – | 0.05% | 153 |
|
|
2020
Q2 | $274K | Sell |
939
-51
| -5% | -$14.9K | 0.05% | 158 |
|
|
2020
Q1 | $230K | Buy |
990
+57
| +6% | +$13.2K | 0.04% | 167 |
|
|
2019
Q4 | $240K | Sell |
933
-2
| -0.2% | -$514 | 0.04% | 159 |
|
|
2019
Q3 | $207K | Buy |
+935
| New | +$207K | 0.04% | 157 |
|