EverSource Wealth Advisors’s Ansys ANSS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $133K | Buy |
380
+42
| +12% | +$14.8K | 0.01% | 1052 |
|
2025
Q1 | $107K | Sell |
338
-133
| -28% | -$42.1K | 0.01% | 882 |
|
2024
Q4 | $159K | Buy |
471
+344
| +271% | +$116K | 0.01% | 747 |
|
2024
Q3 | $40.5K | Buy |
127
+17
| +15% | +$5.42K | ﹤0.01% | 1156 |
|
2024
Q2 | $34.5K | Sell |
110
-597
| -84% | -$187K | ﹤0.01% | 1267 |
|
2024
Q1 | $230K | Sell |
707
-382
| -35% | -$124K | 0.02% | 450 |
|
2023
Q4 | $395K | Buy |
1,089
+10
| +0.9% | +$3.63K | 0.04% | 284 |
|
2023
Q3 | $321K | Sell |
1,079
-43
| -4% | -$12.8K | 0.03% | 295 |
|
2023
Q2 | $371K | Sell |
1,122
-2
| -0.2% | -$661 | 0.04% | 272 |
|
2023
Q1 | $374K | Sell |
1,124
-8
| -0.7% | -$2.66K | 0.05% | 264 |
|
2022
Q4 | $273K | Sell |
1,132
-403
| -26% | -$97.4K | 0.04% | 300 |
|
2022
Q3 | $340K | Buy |
1,535
+266
| +21% | +$58.9K | 0.08% | 219 |
|
2022
Q2 | $304K | Buy |
1,269
+26
| +2% | +$6.23K | 0.08% | 209 |
|
2022
Q1 | $395K | Buy |
1,243
+656
| +112% | +$208K | 0.1% | 177 |
|
2021
Q4 | $236K | Buy |
+587
| New | +$236K | 0.07% | 202 |
|