Icon Wealth Advisors’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Sell |
411
-63
| -13% | -$22.1K | 0.01% | 426 |
|
|
2025
Q1 | $150K | Sell |
474
-486
| -51% | -$154K | 0.01% | 401 |
|
|
2024
Q4 | $324K | Sell |
960
-69
| -7% | -$23.3K | 0.03% | 286 |
|
|
2024
Q3 | $328K | Sell |
1,029
-492
| -32% | -$157K | 0.03% | 279 |
|
|
2024
Q2 | $477K | Sell |
1,521
-346
| -19% | -$109K | 0.04% | 215 |
|
|
2024
Q1 | $648K | Sell |
1,867
-838
| -31% | -$291K | 0.06% | 178 |
|
|
2023
Q4 | $982K | Buy |
+2,705
| New | +$982K | 0.1% | 129 |
|
|
2022
Q4 | $528K | Sell |
2,185
-216
| -9% | -$52.2K | 0.06% | 188 |
|
|
2022
Q3 | $532K | Buy |
+2,401
| New | +$532K | 0.06% | 182 |
|