Whittier Trust’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $32.3K | Buy |
92
+62
| +207% | +$21.8K | ﹤0.01% | 1031 |
|
2025
Q1 | $9.5K | Hold |
30
| – | – | ﹤0.01% | 1220 |
|
2024
Q4 | $10.1K | Sell |
30
-18
| -38% | -$6.07K | ﹤0.01% | 1250 |
|
2024
Q3 | $15.3K | Buy |
48
+18
| +60% | +$5.74K | ﹤0.01% | 1179 |
|
2024
Q2 | $9.65K | Sell |
30
-105
| -78% | -$33.8K | ﹤0.01% | 1255 |
|
2024
Q1 | $46.9K | Sell |
135
-63
| -32% | -$21.9K | ﹤0.01% | 951 |
|
2023
Q4 | $71.8K | Sell |
198
-27
| -12% | -$9.8K | ﹤0.01% | 840 |
|
2023
Q3 | $66.9K | Buy |
225
+20
| +10% | +$5.95K | ﹤0.01% | 851 |
|
2023
Q2 | $67.7K | Sell |
205
-63
| -24% | -$20.8K | ﹤0.01% | 870 |
|
2023
Q1 | $89.2K | Hold |
268
| – | – | ﹤0.01% | 841 |
|
2022
Q4 | $64.7K | Hold |
268
| – | – | ﹤0.01% | 912 |
|
2022
Q3 | $59K | Sell |
268
-15
| -5% | -$3.3K | ﹤0.01% | 938 |
|
2022
Q2 | $68K | Sell |
283
-35
| -11% | -$8.41K | ﹤0.01% | 897 |
|
2022
Q1 | $101K | Buy |
318
+30
| +10% | +$9.53K | ﹤0.01% | 820 |
|
2021
Q4 | $116K | Hold |
288
| – | – | ﹤0.01% | 788 |
|
2021
Q3 | $98K | Sell |
288
-99
| -26% | -$33.7K | ﹤0.01% | 784 |
|
2021
Q2 | $134K | Buy |
387
+64
| +20% | +$22.2K | ﹤0.01% | 728 |
|
2021
Q1 | $110K | Hold |
323
| – | – | ﹤0.01% | 759 |
|
2020
Q4 | $118K | Buy |
323
+85
| +36% | +$31.1K | ﹤0.01% | 678 |
|
2020
Q3 | $78K | Hold |
238
| – | – | ﹤0.01% | 747 |
|
2020
Q2 | $69K | Sell |
238
-3
| -1% | -$870 | ﹤0.01% | 740 |
|
2020
Q1 | $56K | Hold |
241
| – | – | ﹤0.01% | 777 |
|
2019
Q4 | $62K | Buy |
241
+3
| +1% | +$772 | ﹤0.01% | 795 |
|
2019
Q3 | $53K | Hold |
238
| – | – | ﹤0.01% | 822 |
|
2019
Q2 | $49K | Hold |
238
| – | – | ﹤0.01% | 805 |
|
2019
Q1 | $43K | Hold |
238
| – | – | ﹤0.01% | 814 |
|
2018
Q4 | $34K | Hold |
238
| – | – | ﹤0.01% | 856 |
|
2018
Q3 | $44K | Buy |
238
+63
| +36% | +$11.6K | ﹤0.01% | 798 |
|
2018
Q2 | $30K | Sell |
175
-86
| -33% | -$14.7K | ﹤0.01% | 846 |
|
2018
Q1 | $41K | Hold |
261
| – | – | ﹤0.01% | 815 |
|
2017
Q4 | $39K | Sell |
261
-143
| -35% | -$21.4K | ﹤0.01% | 800 |
|
2017
Q3 | $50K | Buy |
404
+143
| +55% | +$17.7K | ﹤0.01% | 745 |
|
2017
Q2 | $32K | Hold |
261
| – | – | ﹤0.01% | 793 |
|
2017
Q1 | $28K | Buy |
261
+86
| +49% | +$9.23K | ﹤0.01% | 826 |
|
2016
Q4 | $16K | Hold |
175
| – | – | ﹤0.01% | 912 |
|
2016
Q3 | $16K | Hold |
175
| – | – | ﹤0.01% | 898 |
|
2016
Q2 | $16K | Hold |
175
| – | – | ﹤0.01% | 915 |
|
2016
Q1 | $16K | Hold |
175
| – | – | ﹤0.01% | 898 |
|
2015
Q4 | $16K | Hold |
175
| – | – | ﹤0.01% | 897 |
|
2015
Q3 | $15K | Hold |
175
| – | – | ﹤0.01% | 892 |
|
2015
Q2 | $16K | Hold |
175
| – | – | ﹤0.01% | 938 |
|
2015
Q1 | $15K | Hold |
175
| – | – | ﹤0.01% | 936 |
|
2014
Q4 | $14K | Hold |
175
| – | – | ﹤0.01% | 834 |
|
2014
Q3 | $13K | Hold |
175
| – | – | ﹤0.01% | 825 |
|
2014
Q2 | $13K | Hold |
175
| – | – | ﹤0.01% | 830 |
|
2014
Q1 | $13K | Hold |
175
| – | – | ﹤0.01% | 852 |
|
2013
Q4 | $15K | Hold |
175
| – | – | ﹤0.01% | 838 |
|
2013
Q3 | $15K | Hold |
175
| – | – | ﹤0.01% | 835 |
|
2013
Q2 | $13K | Buy |
+175
| New | +$13K | ﹤0.01% | 845 |
|