CWP
ANSS
Concord Wealth Partners’s Ansys ANSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1
| Closed | -$337 | – | 824 |
|
|
2024
Q4 | $337 | Hold |
1
| – | – | ﹤0.01% | 880 |
|
|
2024
Q3 | $319 | Buy |
+1
| New | +$319 | ﹤0.01% | 915 |
|
|
2022
Q3 | – | Sell |
-45
| Closed | -$11K | – | 202 |
|
|
2022
Q2 | $11K | Sell |
45
-509
| -92% | -$124K | ﹤0.01% | 664 |
|
|
2022
Q1 | $176K | Buy |
554
+9
| +2% | +$2.86K | 0.05% | 195 |
|
|
2021
Q4 | $219K | Buy |
545
+422
| +343% | +$170K | 0.05% | 173 |
|
|
2021
Q3 | $42K | Sell |
123
-350
| -74% | -$120K | 0.02% | 245 |
|
|
2021
Q2 | $164K | Buy |
473
+15
| +3% | +$5.2K | 0.05% | 160 |
|
|
2021
Q1 | $156K | Buy |
458
+453
| +9,060% | +$154K | 0.05% | 154 |
|
|
2020
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 515 |
|