Loring Wolcott & Coolidge Fiduciary Advisors’s Ansys ANSS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ANSS Stock Details ANSS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13K	Hold	37	–	–	﹤0.01%	471
2025 Q1	$11.4K	Hold	37	–	–	﹤0.01%	477
2024 Q4	$12.8K	Hold	37	–	–	﹤0.01%	477
2024 Q3	$11.9K	Sell	37 -590	-94%	-$190K	﹤0.01%	491
2024 Q2	$207K	Hold	627	–	–	﹤0.01%	269
2024 Q1	$204K	Hold	627	–	–	﹤0.01%	272
2023 Q4	$206K	Buy	627 +210	+50%	+$68.8K	﹤0.01%	278
2023 Q3	$114K	Buy	417 +380	+1,027%	+$104K	﹤0.01%	339
2023 Q2	$12.2K	Hold	37	–	–	﹤0.01%	531
2023 Q1	$12.3K	Hold	37	–	–	﹤0.01%	504
2022 Q4	$8.94K	Hold	37	–	–	﹤0.01%	508
2022 Q3	$8K	Hold	37	–	–	﹤0.01%	534
2022 Q2	$9K	Sell	37 -9	-20%	-$2.19K	﹤0.01%	552
2022 Q1	$15K	Sell	46 -117	-72%	-$38.2K	﹤0.01%	529
2021 Q4	$65K	Buy	163 +117	+254%	+$46.7K	﹤0.01%	433
2021 Q3	$16K	Hold	46	–	–	﹤0.01%	536
2021 Q2	$16K	Buy	+46	New	+$16K	﹤0.01%	561
2021 Q1	–	Sell	-46	Closed	-$17K	–	321
2020 Q4	$17K	Hold	46	–	–	﹤0.01%	521
2020 Q3	$15K	Hold	46	–	–	﹤0.01%	486
2020 Q2	$13K	Hold	46	–	–	﹤0.01%	483
2020 Q1	$11K	Hold	46	–	–	﹤0.01%	529
2019 Q4	$12K	Hold	46	–	–	﹤0.01%	572
2019 Q3	$10K	Hold	46	–	–	﹤0.01%	564
2019 Q2	$9K	Buy	46 +37	+411%	+$7.24K	﹤0.01%	565
2019 Q1	$2K	Hold	9	–	–	﹤0.01%	633
2018 Q4	$1K	Hold	9	–	–	﹤0.01%	662
2018 Q3	$2K	Hold	9	–	–	﹤0.01%	595
2018 Q2	$2K	Hold	9	–	–	﹤0.01%	605
2018 Q1	$1K	Hold	9	–	–	﹤0.01%	688
2017 Q4	$1K	Hold	9	–	–	﹤0.01%	681
2017 Q3	$1K	Buy	+9	New	+$1K	﹤0.01%	694
2014 Q4	–	Sell	-800	Closed	-$61K	–	627
2014 Q3	$61K	Sell	800 -600	-43%	-$45.8K	﹤0.01%	389
2014 Q2	$106K	Hold	1,400	–	–	﹤0.01%	353
2014 Q1	$108K	Buy	1,400 +600	+75%	+$46.3K	﹤0.01%	333
2013 Q4	$70K	Hold	800	–	–	﹤0.01%	365
2013 Q3	$69K	Hold	800	–	–	﹤0.01%	347
2013 Q2	$58K	Buy	+800	New	+$58K	﹤0.01%	375