Avion Wealth’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 | $1K | Sell |
23
-3
| -12% | -$130 | ﹤0.01% | 1066 |
|
|
2025
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 926 |
|
|
2024
Q4 | $1K | Buy |
26
+7
| +37% | +$269 | ﹤0.01% | 924 |
|
|
2024
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 905 |
|
|
2024
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 815 |
|
|
2024
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 768 |
|
|
2023
Q4 | $1K | Sell |
19
-65
| -77% | -$3.42K | ﹤0.01% | 965 |
|
|
2023
Q3 | $4K | Buy |
84
+42
| +100% | +$2K | ﹤0.01% | 402 |
|
|
2023
Q2 | $2K | Buy |
42
+18
| +75% | +$857 | ﹤0.01% | 500 |
|
|
2023
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 484 |
|