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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$718K	Sell	10,624 -19,719	-65%	-$1.52M	0.25%	125
2025 Q4	$2.65M	Buy	30,343 +125	+0.4%	+$10.7K	0.89%	28
2025 Q3	$2.68M	Sell	30,218 -2,546	-8%	-$220K	0.91%	24
2025 Q2	$2.71M	Sell	32,764 -168	-0.5%	-$13.2K	0.96%	23
2025 Q1	$2.75M	Buy	32,932 +4,173	+15%	+$345K	1.03%	22
2024 Q4	$2.18M	Buy	28,759 +2,108	+8%	+$158K	0.84%	32
2024 Q3	$2.02M	Buy	+26,651	New	+$1.89M	0.71%	41
2023 Q2	$819K	Sell	13,519 -117	-0.9%	-$6.65K	0.28%	81
2023 Q1	$770K	Buy	13,636 +2,278	+20%	+$131K	0.26%	82
2022 Q4	$591K	Sell	11,358 -490	-4%	-$24.8K	0.2%	97
2022 Q3	$566K	Buy	11,848 +1,649	+16%	+$95K	0.23%	95
2022 Q2	$592K	Buy	10,199 +3,380	+50%	+$217K	0.23%	92
2022 Q1	$512K	Sell	6,819 -196	-3%	-$15.3K	0.18%	111
2021 Q4	$575K	Sell	7,015 -92	-1%	-$7.08K	0.2%	101
2021 Q3	$493K	Sell	7,107 -38	-0.5%	-$2.82K	0.19%	107
2021 Q2	$515K	Buy	+7,145	New	+$523K	0.2%	106