EWA
ANSS
Exencial Wealth Advisors’s Ansys ANSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Sell |
47,183
-2,249
| -5% | -$790K | 0.58% | 46 |
|
|
2025
Q1 | $15.6M | Buy |
49,432
+167
| +0.3% | +$52.9K | 0.58% | 49 |
|
|
2024
Q4 | $16.6M | Sell |
49,265
-1,322
| -3% | -$446K | 0.61% | 45 |
|
|
2024
Q3 | $16.1M | Sell |
50,587
-606
| -1% | -$193K | 0.58% | 55 |
|
|
2024
Q2 | $16.5M | Buy |
51,193
+10,047
| +24% | +$3.23M | 0.62% | 51 |
|
|
2024
Q1 | $14.3M | Buy |
+41,146
| New | +$14.3M | 0.53% | 60 |
|
|
2023
Q2 | – | Sell |
-1,249
| Closed | -$416K | – | 429 |
|
|
2023
Q1 | $416K | Sell |
1,249
-573
| -31% | -$191K | 0.02% | 308 |
|
|
2022
Q4 | $440K | Sell |
1,822
-520
| -22% | -$126K | 0.02% | 303 |
|
|
2022
Q3 | $519K | Sell |
2,342
-124
| -5% | -$27.5K | 0.03% | 273 |
|
|
2022
Q2 | $590K | Sell |
2,466
-92
| -4% | -$22K | 0.03% | 265 |
|
|
2022
Q1 | $813K | Sell |
2,558
-17,375
| -87% | -$5.52M | 0.04% | 246 |
|
|
2021
Q4 | $8M | Sell |
19,933
-6,250
| -24% | -$2.51M | 0.39% | 94 |
|
|
2021
Q3 | $8.91M | Buy |
26,183
+7,347
| +39% | +$2.5M | 0.39% | 69 |
|
|
2021
Q2 | $6.54M | Sell |
18,836
-103
| -0.5% | -$35.7K | 0.35% | 97 |
|
|
2021
Q1 | $6.43M | Buy |
18,939
+924
| +5% | +$314K | 0.38% | 94 |
|
|
2020
Q4 | $6.55M | Buy |
18,015
+882
| +5% | +$321K | 0.45% | 81 |
|
|
2020
Q3 | $5.61M | Sell |
17,133
-22
| -0.1% | -$7.2K | 0.3% | 106 |
|
|
2020
Q2 | $5.01M | Buy |
17,155
+265
| +2% | +$77.3K | 0.43% | 78 |
|
|
2020
Q1 | $3.93M | Buy |
16,890
+379
| +2% | +$88.1K | 0.7% | 47 |
|
|
2019
Q4 | $4.25M | Sell |
16,511
-456
| -3% | -$117K | 0.74% | 50 |
|
|
2019
Q3 | $3.76M | Sell |
16,967
-660
| -4% | -$146K | 0.81% | 44 |
|
|
2019
Q2 | $3.61M | Sell |
17,627
-345
| -2% | -$70.7K | 0.84% | 43 |
|
|
2019
Q1 | $3.28M | Sell |
17,972
-165
| -0.9% | -$30.2K | 0.78% | 50 |
|
|
2018
Q4 | $2.59M | Buy |
18,137
+545
| +3% | +$77.9K | 0.7% | 54 |
|
|
2018
Q3 | $3.28M | Sell |
17,592
-2,000
| -10% | -$373K | 0.76% | 45 |
|
|
2018
Q2 | $3.41M | Sell |
19,592
-536
| -3% | -$93.4K | 0.95% | 39 |
|
|
2018
Q1 | $3.15M | Sell |
20,128
-6,194
| -24% | -$971K | 0.94% | 42 |
|
|
2017
Q4 | $3.89M | Sell |
26,322
-2,060
| -7% | -$304K | 1.17% | 27 |
|
|
2017
Q3 | $3.48M | Sell |
28,382
-271
| -0.9% | -$33.3K | 1.15% | 31 |
|
|
2017
Q2 | $3.49M | Sell |
28,653
-209
| -0.7% | -$25.4K | 1.43% | 25 |
|
|
2017
Q1 | $3.11M | Sell |
28,862
-1,182
| -4% | -$127K | 1.35% | 25 |
|
|
2016
Q4 | $2.78M | Buy |
30,044
+110
| +0.4% | +$10.2K | 1.18% | 30 |
|
|
2016
Q3 | $2.73M | Buy |
29,934
+298
| +1% | +$27.2K | 1.21% | 27 |
|
|
2016
Q2 | $2.69M | Buy |
29,636
+1,942
| +7% | +$176K | 1.21% | 30 |
|
|
2016
Q1 | $2.48M | Sell |
27,694
-165
| -0.6% | -$14.8K | 1.17% | 32 |
|
|
2015
Q4 | $2.38M | Buy |
27,859
+85
| +0.3% | +$7.25K | 1.18% | 34 |
|
|
2015
Q3 | $2.45M | Buy |
27,774
+816
| +3% | +$71.9K | 1.2% | 30 |
|
|
2015
Q2 | $2.52M | Sell |
26,958
-375
| -1% | -$35.1K | 1.59% | 23 |
|
|
2015
Q1 | $2.4M | Buy |
27,333
+1,800
| +7% | +$158K | 1.01% | 38 |
|
|
2014
Q4 | $2.06M | Sell |
25,533
-15
| -0.1% | -$1.21K | 0.91% | 45 |
|
|
2014
Q3 | $1.93M | Buy |
25,548
+230
| +0.9% | +$17.4K | 0.85% | 44 |
|
|
2014
Q2 | $1.91M | Sell |
25,318
-425
| -2% | -$32.1K | 0.81% | 50 |
|
|
2014
Q1 | $1.93M | Buy |
+25,743
| New | +$1.93M | 0.81% | 49 |
|