Summit Trail 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 | $397K | Buy |
+1,130
| New | +$397K | 0.01% | 811 |
|
|
2024
Q4 | – | Sell |
-1,030
| Closed | -$328K | – | 420 |
|
|
2024
Q3 | $328K | Sell |
1,030
-768
| -43% | -$245K | 0.01% | 517 |
|
|
2024
Q2 | $578K | Buy |
1,798
+848
| +89% | +$273K | 0.02% | 340 |
|
|
2024
Q1 | $330K | Buy |
950
+54
| +6% | +$18.7K | 0.01% | 430 |
|
|
2023
Q4 | $325K | Buy |
+896
| New | +$325K | 0.01% | 384 |
|
|
2020
Q4 | – | Sell |
-1,472
| Closed | -$476K | – | 198 |
|
|
2020
Q3 | $476K | Buy |
+1,472
| New | +$476K | 0.09% | 108 |
|
|
2018
Q3 | – | Sell |
-19
| Closed | -$3K | – | 282 |
|
|
2018
Q2 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 464 |
|
|
2018
Q1 | – | Sell |
-89
| Closed | -$14K | – | 493 |
|
|
2017
Q4 | $14K | Buy |
+89
| New | +$14K | ﹤0.01% | 1128 |
|