DWA
ANSS
Dougherty Wealth Advisers’s Ansys ANSS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $143K | Hold |
408
| – | – | 0.1% | 51 |
|
2025
Q1 | $129K | Hold |
408
| – | – | 0.1% | 51 |
|
2024
Q4 | $138K | Hold |
408
| – | – | 0.11% | 50 |
|
2024
Q3 | $130K | Sell |
408
-16
| -4% | -$5.1K | 0.1% | 49 |
|
2024
Q2 | $136K | Hold |
424
| – | – | 0.12% | 45 |
|
2024
Q1 | $147K | Sell |
424
-105
| -20% | -$36.5K | 0.13% | 46 |
|
2023
Q4 | $192K | Hold |
529
| – | – | 0.18% | 40 |
|
2023
Q3 | $157K | Hold |
529
| – | – | 0.18% | 40 |
|
2023
Q2 | $175K | Hold |
529
| – | – | 0.24% | 38 |
|
2023
Q1 | $176K | Hold |
529
| – | – | 0.27% | 39 |
|
2022
Q4 | $128K | Hold |
529
| – | – | 0.21% | 46 |
|
2022
Q3 | $117K | Hold |
529
| – | – | 0.23% | 45 |
|
2022
Q2 | $127K | Hold |
529
| – | – | 0.24% | 46 |
|
2022
Q1 | $168K | Hold |
529
| – | – | 0.25% | 41 |
|
2021
Q4 | $212K | Hold |
529
| – | – | 0.3% | 38 |
|
2021
Q3 | $180K | Hold |
529
| – | – | 0.27% | 40 |
|
2021
Q2 | $184K | Hold |
529
| – | – | 0.27% | 39 |
|
2021
Q1 | $180K | Hold |
529
| – | – | 0.27% | 38 |
|
2020
Q4 | $192K | Hold |
529
| – | – | 0.3% | 35 |
|
2020
Q3 | $173K | Hold |
529
| – | – | 0.6% | 35 |
|
2020
Q2 | $154K | Hold |
529
| – | – | 0.56% | 37 |
|
2020
Q1 | $123K | Hold |
529
| – | – | 0.49% | 43 |
|
2019
Q4 | $136K | Hold |
529
| – | – | 0.42% | 49 |
|
2019
Q3 | $117K | Hold |
529
| – | – | 0.38% | 50 |
|
2019
Q2 | $108K | Hold |
529
| – | – | 0.31% | 66 |
|
2019
Q1 | $97K | Hold |
529
| – | – | 0.33% | 61 |
|
2018
Q4 | $90K | Buy |
+529
| New | +$90K | 0.3% | 65 |
|