EP Wealth Advisors’s Ansys ANSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
4,107
+3,075
| +298% | +$1.08M | 0.01% | 484 |
|
|
2025
Q1 | $327K | Buy |
1,032
+90
| +10% | +$28.5K | ﹤0.01% | 874 |
|
|
2024
Q4 | $318K | Buy |
942
+172
| +22% | +$58K | ﹤0.01% | 849 |
|
|
2024
Q3 | $245K | Buy |
770
+65
| +9% | +$20.7K | ﹤0.01% | 946 |
|
|
2024
Q2 | $227K | Buy |
+705
| New | +$227K | ﹤0.01% | 730 |
|
|
2022
Q1 | – | Sell |
-570
| Closed | -$229K | – | 636 |
|
|
2021
Q4 | $229K | Buy |
+570
| New | +$229K | 0.01% | 509 |
|
|
2021
Q3 | – | Sell |
-577
| Closed | -$200K | – | 529 |
|
|
2021
Q2 | $200K | Buy |
+577
| New | +$200K | 0.01% | 517 |
|
|
2020
Q4 | – | Sell |
-1,058
| Closed | -$346K | – | 456 |
|
|
2020
Q3 | $346K | Hold |
1,058
| – | – | 0.01% | 274 |
|
|
2020
Q2 | $309K | Sell |
1,058
-19
| -2% | -$5.55K | 0.01% | 300 |
|
|
2020
Q1 | $250K | Buy |
1,077
+22
| +2% | +$5.11K | 0.01% | 327 |
|
|
2019
Q4 | $272K | Sell |
1,055
-9
| -0.8% | -$2.32K | 0.01% | 347 |
|
|
2019
Q3 | $236K | Sell |
1,064
-250
| -19% | -$55.5K | 0.01% | 316 |
|
|
2019
Q2 | $269K | Buy |
1,314
+169
| +15% | +$34.6K | 0.02% | 255 |
|
|
2019
Q1 | $209K | Buy |
+1,145
| New | +$209K | 0.02% | 230 |
|
|
2018
Q4 | – | Sell |
-1,115
| Closed | -$208K | – | 263 |
|
|
2018
Q3 | $208K | Buy |
+1,115
| New | +$208K | 0.02% | 266 |
|