Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-8,870
Closed -$3.12M 184
2025
Q2
$3.12M Buy
8,870
+89
+1% +$29.1K 0.37% 49
2025
Q1
$2.78M Sell
8,781
-425
-5% -$143K 0.34% 54
2024
Q4
$3.11M Sell
9,206
-415
-4% -$139K 0.36% 50
2024
Q3
$3.07M Sell
9,621
-280
-3% -$89K 0.37% 53
2024
Q2
$3.18M Sell
9,901
-145
-1% -$47.5K 0.39% 49
2024
Q1
$3.49M Sell
10,046
-279
-3% -$94.4K 0.42% 51
2023
Q4
$3.75M Sell
10,325
-155
-1% -$45.9K 0.47% 48
2023
Q3
$3.12M Hold
10,480
0.42% 52
2023
Q2
$3.46M Hold
10,480
0.44% 50
2023
Q1
$3.49M Hold
10,480
0.47% 51
2022
Q4
$2.53M Sell
10,480
-1
-0% -$233 0.36% 59
2022
Q3
$2.32M Hold
10,481
0.35% 58
2022
Q2
$2.51M Hold
10,481
0.36% 55
2022
Q1
$3.33M Sell
10,481
-506
-5% -$165K 0.42% 53
2021
Q4
$4.41M Buy
10,987
+1
+0% +$384 0.5% 47
2021
Q3
$3.74M Hold
10,986
0.48% 49
2021
Q2
$3.81M Hold
10,986
0.48% 51
2021
Q1
$3.73M Sell
10,986
-1,012
-8% -$359K 0.54% 47
2020
Q4
$4.37M Buy
11,998
+34
+0.3% +$11.4K 0.5% 46
2020
Q3
$3.92M Sell
11,964
-330
-3% -$103K 0.5% 46
2020
Q2
$3.59M Hold
12,294
0.51% 45
2020
Q1
$2.86M Hold
12,294
0.52% 46
2019
Q4
$3.17M Sell
12,294
-1,063
-8% -$251K 0.46% 51
2019
Q3
$2.96M Hold
13,357
0.46% 51
2019
Q2
$2.74M Hold
13,357
0.43% 56
2019
Q1
$2.44M Hold
13,357
0.44% 49
2018
Q4
$1.91M Buy
13,357
+140
+1% +$21.7K 0.4% 56
2018
Q3
$2.47M Buy
13,217
+219
+2% +$39.2K 0.44% 50
2018
Q2
$2.26M Hold
12,998
0.43% 53
2018
Q1
$2.04M Hold
12,998
0.39% 60
2017
Q4
$1.92M Sell
12,998
-875
-6% -$124K 0.38% 57
2017
Q3
$1.7M Sell
13,873
-617
-4% -$77.5K 0.37% 57
2017
Q2
$1.76M Sell
14,490
-308
-2% -$36.3K 0.38% 59
2017
Q1
$1.58M Hold
14,798
0.36% 59
2016
Q4
$1.37M Buy
14,798
+3,171
+27% +$292K 0.31% 68
2016
Q3
$1.08M Buy
11,627
+905
+8% +$84.3K 0.25% 76
2016
Q2
$973K Buy
10,722
+1,172
+12% +$104K 0.23% 79
2016
Q1
$854K Buy
+9,550
New +$824K 0.2% 89

Other funds holding ANSS