United Capital Financial 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 | $506K | Sell |
1,442
-105
| -7% | -$36.9K | ﹤0.01% | 768 |
|
2025
Q1 | $490K | Buy |
1,547
+47
| +3% | +$14.9K | ﹤0.01% | 743 |
|
2024
Q4 | $506K | Buy |
1,500
+9
| +0.6% | +$3.04K | ﹤0.01% | 726 |
|
2024
Q3 | $475K | Sell |
1,491
-179
| -11% | -$57K | ﹤0.01% | 741 |
|
2024
Q2 | $537K | Buy |
1,670
+200
| +14% | +$64.3K | ﹤0.01% | 689 |
|
2024
Q1 | $510K | Sell |
1,470
-195
| -12% | -$67.7K | ﹤0.01% | 726 |
|
2023
Q4 | $604K | Buy |
+1,665
| New | +$604K | 0.01% | 680 |
|
2020
Q1 | – | Sell |
-955
| Closed | -$246K | – | 1187 |
|
2019
Q4 | $246K | Buy |
955
+744
| +353% | +$192K | ﹤0.01% | 1206 |
|
2019
Q3 | $47K | Buy |
+211
| New | +$47K | ﹤0.01% | 1254 |
|
2015
Q3 | – | Sell |
-46,347
| Closed | -$4.23M | – | 1241 |
|
2015
Q2 | $4.23M | Buy |
46,347
+6,439
| +16% | +$588K | 0.05% | 380 |
|
2015
Q1 | $3.43M | Buy |
39,908
+9,938
| +33% | +$853K | 0.04% | 423 |
|
2014
Q4 | $2.46M | Buy |
29,970
+16,216
| +118% | +$1.33M | 0.04% | 416 |
|
2014
Q3 | $1.04M | Buy |
+13,754
| New | +$1.04M | 0.02% | 597 |
|