Jones Financial Companies’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
825
+2
| +0.2% | +$696 | ﹤0.01% | 1508 |
|
|
2025
Q1 | $261K | Buy |
823
+2
| +0.2% | +$634 | ﹤0.01% | 1380 |
|
|
2024
Q4 | $277K | Buy |
821
+439
| +115% | +$148K | ﹤0.01% | 1208 |
|
|
2024
Q3 | $124K | Buy |
382
+138
| +57% | +$44.6K | ﹤0.01% | 1323 |
|
|
2024
Q2 | $78.4K | Buy |
244
+239
| +4,780% | +$76.8K | ﹤0.01% | 1117 |
|
|
2024
Q1 | $1.74K | Sell |
5
-5
| -50% | -$1.74K | ﹤0.01% | 1269 |
|
|
2023
Q4 | $3.63K | Buy |
10
+6
| +150% | +$2.18K | ﹤0.01% | 805 |
|
|
2023
Q3 | $1.19K | Buy |
+4
| New | +$1.19K | ﹤0.01% | 615 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$5K | – | 575 |
|
|
2022
Q4 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 534 |
|
|
2022
Q2 | – | Sell |
-14
| Closed | -$4K | – | 715 |
|
|
2022
Q1 | $4K | Sell |
14
-42
| -75% | -$12K | ﹤0.01% | 591 |
|
|
2021
Q4 | $22K | Buy |
56
+24
| +75% | +$9.43K | ﹤0.01% | 450 |
|
|
2021
Q3 | $11K | Hold |
32
| – | – | ﹤0.01% | 484 |
|
|
2021
Q2 | $11K | Buy |
32
+5
| +19% | +$1.72K | ﹤0.01% | 454 |
|
|
2021
Q1 | $9K | Sell |
27
-59
| -69% | -$19.7K | ﹤0.01% | 542 |
|
|
2020
Q4 | $31K | Buy |
+86
| New | +$31K | ﹤0.01% | 329 |
|
|
2013
Q4 | – | Sell |
-19
| Closed | -$2K | – | 236 |
|
|
2013
Q3 | $2K | Sell |
19
-559
| -97% | -$58.8K | ﹤0.01% | 642 |
|
|
2013
Q2 | $42K | Buy |
+578
| New | +$42K | ﹤0.01% | 340 |
|