WJWM
ANSS
Williams Jones Wealth Management’s Ansys ANSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Hold |
1,883
| – | – | 0.01% | 308 |
|
|
2025
Q1 | $596K | Hold |
1,883
| – | – | 0.01% | 312 |
|
|
2024
Q4 | $635K | Sell |
1,883
-35
| -2% | -$11.8K | 0.01% | 309 |
|
|
2024
Q3 | $611K | Buy |
1,918
+90
| +5% | +$28.7K | 0.01% | 316 |
|
|
2024
Q2 | $588K | Sell |
1,828
-75
| -4% | -$24.1K | 0.01% | 322 |
|
|
2024
Q1 | $661K | Sell |
1,903
-215
| -10% | -$74.6K | 0.01% | 313 |
|
|
2023
Q4 | $769K | Hold |
2,118
| – | – | 0.01% | 281 |
|
|
2023
Q3 | $630K | Buy |
2,118
+215
| +11% | +$64K | 0.01% | 307 |
|
|
2023
Q2 | $629K | Buy |
1,903
+81
| +4% | +$26.8K | 0.01% | 307 |
|
|
2023
Q1 | $606K | Buy |
1,822
+39
| +2% | +$13K | 0.01% | 336 |
|
|
2022
Q4 | $431K | Hold |
1,783
| – | – | 0.01% | 383 |
|
|
2022
Q3 | $395K | Hold |
1,783
| – | – | 0.01% | 399 |
|
|
2022
Q2 | $427K | Buy |
1,783
+978
| +121% | +$234K | 0.01% | 389 |
|
|
2022
Q1 | $256K | Sell |
805
-289
| -26% | -$91.9K | ﹤0.01% | 445 |
|
|
2021
Q4 | $439K | Sell |
1,094
-100
| -8% | -$40.1K | 0.01% | 348 |
|
|
2021
Q3 | $406K | Sell |
1,194
-1
| -0.1% | -$340 | 0.01% | 346 |
|
|
2021
Q2 | $415K | Sell |
1,195
-724
| -38% | -$251K | 0.01% | 345 |
|
|
2021
Q1 | $652K | Sell |
1,919
-105
| -5% | -$35.7K | 0.01% | 282 |
|
|
2020
Q4 | $736K | Hold |
2,024
| – | – | 0.01% | 248 |
|
|
2020
Q3 | $662K | Hold |
2,024
| – | – | 0.01% | 232 |
|
|
2020
Q2 | $590K | Sell |
2,024
-50
| -2% | -$14.6K | 0.01% | 240 |
|
|
2020
Q1 | $482K | Buy |
2,074
+88
| +4% | +$20.5K | 0.01% | 231 |
|
|
2019
Q4 | $511K | Buy |
1,986
+150
| +8% | +$38.6K | 0.01% | 275 |
|
|
2019
Q3 | $406K | Buy |
+1,836
| New | +$406K | 0.01% | 294 |
|