SVWAG
ANSS
Sound View Wealth Advisors Group’s Ansys ANSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
597
-37
| -6% | -$13K | 0.02% | 402 |
|
|
2025
Q1 | $201K | Hold |
634
| – | – | 0.02% | 399 |
|
|
2024
Q4 | $214K | Hold |
634
| – | – | 0.02% | 391 |
|
|
2024
Q3 | $202K | Buy |
+634
| New | +$202K | 0.02% | 398 |
|
|
2024
Q2 | – | Sell |
-579
| Closed | -$201K | – | 359 |
|
|
2024
Q1 | $201K | Sell |
579
-14
| -2% | -$4.86K | 0.02% | 362 |
|
|
2023
Q4 | $215K | Buy |
+593
| New | +$215K | 0.02% | 361 |
|
|
2023
Q2 | – | Sell |
-614
| Closed | -$204K | – | 364 |
|
|
2023
Q1 | $204K | Buy |
614
+21
| +4% | +$6.99K | 0.03% | 351 |
|
|
2022
Q4 | $215K | Buy |
+593
| New | +$215K | 0.02% | 361 |
|
|
2022
Q1 | – | Sell |
-579
| Closed | -$232K | – | 288 |
|
|
2021
Q4 | $232K | Buy |
+579
| New | +$232K | 0.04% | 270 |
|
|
2021
Q3 | – | Sell |
-579
| Closed | -$201K | – | 285 |
|
|
2021
Q2 | $201K | Buy |
+579
| New | +$201K | 0.04% | 277 |
|
|
2021
Q1 | – | Sell |
-579
| Closed | -$211K | – | 270 |
|
|
2020
Q4 | $211K | Buy |
+579
| New | +$211K | 0.05% | 240 |
|