Cyndeo Wealth Partners’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+604
| New | +$212K | 0.01% | 442 |
|
|
2025
Q1 | – | Sell |
-597
| Closed | -$201K | – | 450 |
|
|
2024
Q4 | $201K | Buy |
+597
| New | +$201K | 0.01% | 434 |
|
|
2024
Q2 | – | Sell |
-610
| Closed | -$212K | – | 395 |
|
|
2024
Q1 | $212K | Hold |
610
| – | – | 0.02% | 370 |
|
|
2023
Q4 | $221K | Buy |
+610
| New | +$221K | 0.02% | 345 |
|
|
2023
Q3 | – | Sell |
-650
| Closed | -$215K | – | 342 |
|
|
2023
Q2 | $215K | Buy |
650
+28
| +5% | +$9.25K | 0.02% | 306 |
|
|
2023
Q1 | $207K | Buy |
+622
| New | +$207K | 0.02% | 306 |
|