Heritage Wealth Management (Arizona)’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-771
| Closed | -$268K | – | 170 |
|
|
2024
Q1 | $268K | Sell |
771
-632
| -45% | -$219K | 0.14% | 138 |
|
|
2023
Q4 | $509K | Buy |
+1,403
| New | +$509K | 0.28% | 80 |
|
|
2022
Q4 | $1.31M | Buy |
5,404
+3,661
| +210% | +$884K | 0.19% | 87 |
|
|
2022
Q3 | $386K | Buy |
1,743
+47
| +3% | +$10.4K | 0.12% | 121 |
|
|
2022
Q2 | $406K | Buy |
1,696
+128
| +8% | +$30.6K | 0.14% | 114 |
|
|
2022
Q1 | $498K | Buy |
+1,568
| New | +$498K | 0.13% | 112 |
|
|
2021
Q3 | $435K | Buy |
1,278
+17
| +1% | +$5.79K | 0.15% | 106 |
|
|
2021
Q2 | $438K | Buy |
1,261
+327
| +35% | +$114K | 0.17% | 101 |
|
|
2021
Q1 | $317K | Buy |
+934
| New | +$317K | 0.18% | 99 |
|