44 Wealth Management’s SS&C Technologies SSNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.71M Sell
32,764
-168
-0.5% -$13.9K 0.96% 23
2025
Q1
$2.75M Buy
32,932
+4,173
+15% +$349K 1.03% 22
2024
Q4
$2.18M Buy
28,759
+2,108
+8% +$160K 0.84% 32
2024
Q3
$2.02M Buy
+26,651
New +$2.02M 0.71% 41
2023
Q2
$819K Sell
13,519
-117
-0.9% -$7.09K 0.28% 81
2023
Q1
$770K Buy
13,636
+2,278
+20% +$129K 0.26% 82
2022
Q4
$591K Sell
11,358
-490
-4% -$25.5K 0.2% 97
2022
Q3
$566K Buy
11,848
+1,649
+16% +$78.8K 0.23% 95
2022
Q2
$592K Buy
10,199
+3,380
+50% +$196K 0.23% 92
2022
Q1
$512K Sell
6,819
-196
-3% -$14.7K 0.18% 111
2021
Q4
$575K Sell
7,015
-92
-1% -$7.54K 0.2% 101
2021
Q3
$493K Sell
7,107
-38
-0.5% -$2.64K 0.19% 107
2021
Q2
$515K Buy
+7,145
New +$515K 0.2% 106