Waldron Private Wealth’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,998
| Closed | -$725K | – | 433 |
|
|
2023
Q4 | $725K | Buy |
1,998
+27
| +1% | +$9.8K | 0.03% | 188 |
|
|
2023
Q3 | $586K | Sell |
1,971
-3
| -0.2% | -$893 | 0.03% | 201 |
|
|
2023
Q2 | $652K | Buy |
1,974
+2
| +0.1% | +$661 | 0.03% | 199 |
|
|
2023
Q1 | $656K | Buy |
1,972
+209
| +12% | +$69.6K | 0.03% | 218 |
|
|
2022
Q4 | $390K | Hold |
1,763
| – | – | 0.02% | 266 |
|
|
2022
Q3 | $390K | Buy |
1,763
+24
| +1% | +$5.31K | 0.02% | 266 |
|
|
2022
Q2 | $416K | Buy |
1,739
+37
| +2% | +$8.85K | 0.02% | 260 |
|
|
2022
Q1 | $540K | Buy |
1,702
+669
| +65% | +$212K | 0.03% | 245 |
|
|
2021
Q4 | $414K | Hold |
1,033
| – | – | 0.02% | 271 |
|
|
2021
Q3 | $351K | Buy |
1,033
+4
| +0.4% | +$1.36K | 0.02% | 260 |
|
|
2021
Q2 | $357K | Sell |
1,029
-100
| -9% | -$34.7K | 0.02% | 246 |
|
|
2021
Q1 | $383K | Sell |
1,129
-50
| -4% | -$17K | 0.03% | 220 |
|
|
2020
Q4 | $428K | Buy |
1,179
+290
| +33% | +$105K | 0.03% | 194 |
|
|
2020
Q3 | $290K | Buy |
889
+3
| +0.3% | +$979 | 0.02% | 213 |
|
|
2020
Q2 | $258K | Hold |
886
| – | – | 0.02% | 215 |
|
|
2020
Q1 | $205K | Hold |
886
| – | – | 0.02% | 217 |
|
|
2019
Q4 | $228K | Buy |
+886
| New | +$228K | 0.02% | 241 |
|