Valeo 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 | $212K | Buy |
+604
| New | +$212K | 0.01% | 687 |
|
|
2023
Q1 | – | Sell |
-1,130
| Closed | -$273K | – | 618 |
|
|
2022
Q4 | $273K | Buy |
+1,130
| New | +$273K | 0.02% | 413 |
|
|
2021
Q2 | – | Sell |
-35
| Closed | -$12K | – | 521 |
|
|
2021
Q1 | $12K | Hold |
35
| – | – | ﹤0.01% | 1227 |
|
|
2020
Q4 | $13K | Hold |
35
| – | – | ﹤0.01% | 1097 |
|
|
2020
Q3 | $11K | Sell |
35
-44
| -56% | -$13.8K | ﹤0.01% | 1014 |
|
|
2020
Q2 | $23K | Buy |
79
+18
| +30% | +$5.24K | ﹤0.01% | 947 |
|
|
2020
Q1 | $15K | Buy |
61
+5
| +9% | +$1.23K | ﹤0.01% | 915 |
|
|
2019
Q4 | $14K | Sell |
56
-2
| -3% | -$500 | ﹤0.01% | 982 |
|
|
2019
Q3 | $13K | Hold |
58
| – | – | ﹤0.01% | 945 |
|
|
2019
Q2 | $12K | Hold |
58
| – | – | ﹤0.01% | 963 |
|
|
2019
Q1 | $11K | Hold |
58
| – | – | ﹤0.01% | 926 |
|
|
2018
Q4 | $8K | Buy |
58
+3
| +5% | +$414 | ﹤0.01% | 924 |
|
|
2018
Q3 | $8K | Buy |
55
+13
| +31% | +$1.89K | ﹤0.01% | 1009 |
|
|
2018
Q2 | $7K | Sell |
42
-2
| -5% | -$333 | ﹤0.01% | 1030 |
|
|
2018
Q1 | $7K | Buy |
44
+28
| +175% | +$4.46K | ﹤0.01% | 1010 |
|
|
2017
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 1158 |
|
|
2017
Q3 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 994 |
|