Crestwood Advisors Group’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Sell |
1,813
-17
| -0.9% | -$5.97K | 0.01% | 311 |
|
|
2025
Q1 | $579K | Buy |
1,830
+241
| +15% | +$76.3K | 0.01% | 321 |
|
|
2024
Q4 | $536K | Buy |
1,589
+130
| +9% | +$43.8K | 0.01% | 294 |
|
|
2024
Q3 | $465K | Buy |
1,459
+67
| +5% | +$21.3K | 0.01% | 301 |
|
|
2024
Q2 | $448K | Sell |
1,392
-16
| -1% | -$5.14K | 0.01% | 293 |
|
|
2024
Q1 | $489K | Buy |
1,408
+50
| +4% | +$17.4K | 0.01% | 281 |
|
|
2023
Q4 | $493K | Buy |
1,358
+9
| +0.7% | +$3.27K | 0.01% | 260 |
|
|
2023
Q3 | $401K | Buy |
1,349
+404
| +43% | +$120K | 0.01% | 263 |
|
|
2023
Q2 | $312K | Buy |
945
+5
| +0.5% | +$1.65K | 0.01% | 210 |
|
|
2023
Q1 | $313K | Hold |
940
| – | – | 0.01% | 220 |
|
|
2022
Q4 | $227K | Hold |
940
| – | – | 0.01% | 244 |
|
|
2022
Q3 | $208K | Buy |
940
+30
| +3% | +$6.64K | 0.01% | 245 |
|
|
2022
Q2 | $218K | Hold |
910
| – | – | 0.01% | 240 |
|
|
2022
Q1 | $289K | Hold |
910
| – | – | 0.01% | 244 |
|
|
2021
Q4 | $365K | Sell |
910
-2
| -0.2% | -$802 | 0.01% | 232 |
|
|
2021
Q3 | $310K | Hold |
912
| – | – | 0.01% | 227 |
|
|
2021
Q2 | $317K | Sell |
912
-25
| -3% | -$8.69K | 0.01% | 225 |
|
|
2021
Q1 | $318K | Sell |
937
-198
| -17% | -$67.2K | 0.01% | 215 |
|
|
2020
Q4 | $413K | Buy |
1,135
+25
| +2% | +$9.1K | 0.01% | 200 |
|
|
2020
Q3 | $363K | Sell |
1,110
-61
| -5% | -$19.9K | 0.01% | 186 |
|
|
2020
Q2 | $342K | Buy |
1,171
+1
| +0.1% | +$292 | 0.01% | 191 |
|
|
2020
Q1 | $272K | Hold |
1,170
| – | – | 0.01% | 192 |
|
|
2019
Q4 | $301K | Sell |
1,170
-30
| -3% | -$7.72K | 0.01% | 212 |
|
|
2019
Q3 | $266K | Hold |
1,200
| – | – | 0.01% | 213 |
|
|
2019
Q2 | $246K | Hold |
1,200
| – | – | 0.01% | 210 |
|
|
2019
Q1 | $219K | Buy |
+1,200
| New | +$219K | 0.02% | 157 |
|
|
2018
Q4 | – | Sell |
-1,200
| Closed | -$224K | – | 165 |
|
|
2018
Q3 | $224K | Hold |
1,200
| – | – | 0.02% | 153 |
|
|
2018
Q2 | $205K | Buy |
+1,200
| New | +$205K | 0.01% | 160 |
|
|
2017
Q2 | – | Sell |
-1,200
| Closed | -$133K | – | 169 |
|
|
2017
Q1 | $133K | Buy |
+1,200
| New | +$133K | 0.01% | 165 |
|