WWP
ANSS
WR Wealth Planners’s Ansys ANSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.7K | Buy |
8
+1
| +14% | +$337 | ﹤0.01% | 803 |
|
|
2024
Q3 | $2.23K | Hold |
7
| – | – | ﹤0.01% | 884 |
|
|
2024
Q2 | $2.25K | Buy |
7
+3
| +75% | +$965 | ﹤0.01% | 862 |
|
|
2024
Q1 | $1.39K | Buy |
+4
| New | +$1.39K | ﹤0.01% | 929 |
|
|
2023
Q4 | – | Sell |
-47
| Closed | -$14K | – | 216 |
|
|
2023
Q3 | $14K | Hold |
47
| – | – | 0.01% | 485 |
|
|
2023
Q2 | $15.5K | Hold |
47
| – | – | 0.01% | 475 |
|
|
2023
Q1 | $15.6K | Hold |
47
| – | – | 0.01% | 458 |
|
|
2022
Q4 | $11.4K | Hold |
47
| – | – | 0.01% | 256 |
|
|
2022
Q3 | $10.4K | Sell |
47
-670
| -93% | -$149K | 0.01% | 257 |
|
|
2022
Q2 | $172K | Buy |
717
+16
| +2% | +$3.83K | 0.11% | 104 |
|
|
2022
Q1 | $223K | Buy |
+701
| New | +$223K | 0.13% | 103 |
|