OneDigital Investment Advisors’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $430K | Sell |
1,225
-24
| -2% | -$8.43K | ﹤0.01% | 970 |
|
2025
Q1 | $395K | Sell |
1,249
-38
| -3% | -$12K | ﹤0.01% | 956 |
|
2024
Q4 | $434K | Buy |
1,287
+2
| +0.2% | +$675 | 0.01% | 944 |
|
2024
Q3 | $409K | Buy |
1,285
+37
| +3% | +$11.8K | ﹤0.01% | 1015 |
|
2024
Q2 | $401K | Buy |
1,248
+79
| +7% | +$25.4K | 0.01% | 987 |
|
2024
Q1 | $406K | Sell |
1,169
-2,717
| -70% | -$943K | 0.01% | 813 |
|
2023
Q4 | $1.41M | Buy |
3,886
+1,627
| +72% | +$590K | 0.02% | 384 |
|
2023
Q3 | $672K | Buy |
2,259
+338
| +18% | +$101K | 0.01% | 545 |
|
2023
Q2 | $634K | Buy |
1,921
+557
| +41% | +$184K | 0.01% | 551 |
|
2023
Q1 | $454K | Buy |
1,364
+238
| +21% | +$79.2K | 0.01% | 663 |
|
2022
Q4 | $272K | Buy |
1,126
+31
| +3% | +$7.49K | 0.01% | 697 |
|
2022
Q3 | $243K | Buy |
+1,095
| New | +$243K | 0.01% | 654 |
|
2019
Q2 | – | Sell |
-200
| Closed | -$37K | – | 1178 |
|
2019
Q1 | $37K | Sell |
200
-150
| -43% | -$27.8K | 0.01% | 551 |
|
2018
Q4 | $50K | Buy |
+350
| New | +$50K | 0.01% | 458 |
|