Integrated Wealth Concepts’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-603
| Closed | -$203K | – | 1744 |
|
2024
Q4 | $203K | Buy |
+603
| New | +$203K | ﹤0.01% | 1595 |
|
2022
Q1 | – | Sell |
-901
| Closed | -$361K | – | 942 |
|
2021
Q4 | $361K | Buy |
901
+37
| +4% | +$14.8K | 0.01% | 700 |
|
2021
Q3 | $294K | Buy |
864
+55
| +7% | +$18.7K | 0.01% | 747 |
|
2021
Q2 | $281K | Buy |
809
+37
| +5% | +$12.9K | 0.01% | 676 |
|
2021
Q1 | $262K | Buy |
772
+136
| +21% | +$46.2K | 0.01% | 618 |
|
2020
Q4 | $231K | Sell |
636
-5
| -0.8% | -$1.82K | 0.01% | 568 |
|
2020
Q3 | $210K | Sell |
641
-50
| -7% | -$16.4K | 0.01% | 535 |
|
2020
Q2 | $202K | Buy |
+691
| New | +$202K | 0.01% | 486 |
|