Icon Wealth Partners’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $881K | Sell |
2,961
-142
| -5% | -$42.3K | 0.1% | 128 |
|
2023
Q2 | $1.02M | Sell |
3,103
-421
| -12% | -$139K | 0.11% | 133 |
|
2023
Q1 | $1.17M | Buy |
+3,524
| New | +$1.17M | 0.13% | 127 |
|
2022
Q2 | $985K | Sell |
4,118
-975
| -19% | -$233K | 0.12% | 135 |
|
2022
Q1 | $1.62M | Sell |
5,093
-577
| -10% | -$183K | 0.16% | 108 |
|
2021
Q4 | $2.27M | Buy |
5,670
+28
| +0.5% | +$11.2K | 0.23% | 100 |
|
2021
Q3 | $1.92M | Buy |
5,642
+278
| +5% | +$94.7K | 0.2% | 108 |
|
2021
Q2 | $1.86M | Buy |
5,364
+649
| +14% | +$225K | 0.2% | 108 |
|
2021
Q1 | $1.6M | Buy |
4,715
+1,036
| +28% | +$352K | 0.2% | 103 |
|
2020
Q4 | $1.34M | Buy |
3,679
+791
| +27% | +$288K | 0.21% | 94 |
|
2020
Q3 | $945K | Buy |
+2,888
| New | +$945K | 0.18% | 102 |
|
2019
Q2 | – | Sell |
-383
| Closed | -$70K | – | 200 |
|
2019
Q1 | $70K | Buy |
+383
| New | +$70K | 0.03% | 293 |
|
2018
Q3 | – | Sell |
-405
| Closed | -$71K | – | 298 |
|
2018
Q2 | $71K | Buy |
+405
| New | +$71K | 0.03% | 306 |
|
2018
Q1 | – | Sell |
-405
| Closed | -$60K | – | 283 |
|
2017
Q4 | $60K | Buy |
+405
| New | +$60K | 0.03% | 369 |
|