Bartlett & Co 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 | $3.56K | Hold |
43
| – | – | ﹤0.01% | 1039 |
|
|
2025
Q1 | $3.59K | Hold |
43
| – | – | ﹤0.01% | 1020 |
|
|
2024
Q4 | $3.26K | Hold |
43
| – | – | ﹤0.01% | 1007 |
|
|
2024
Q3 | $3.19K | Hold |
43
| – | – | ﹤0.01% | 1007 |
|
|
2024
Q2 | $2.7K | Hold |
43
| – | – | ﹤0.01% | 1037 |
|
|
2024
Q1 | $2.77K | Hold |
43
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q4 | $2.64K | Hold |
43
| – | – | ﹤0.01% | 1133 |
|
|
2023
Q3 | $2.26K | Hold |
43
| – | – | ﹤0.01% | 1065 |
|
|
2023
Q2 | $2.61K | Hold |
43
| – | – | ﹤0.01% | 1045 |
|
|
2023
Q1 | $2.43K | Hold |
43
| – | – | ﹤0.01% | 966 |
|
|
2022
Q4 | $2.24K | Hold |
43
| – | – | ﹤0.01% | 1006 |
|
|
2022
Q3 | $2.05K | Hold |
43
| – | – | ﹤0.01% | 1049 |
|
|
2022
Q2 | $2.5K | Hold |
43
| – | – | ﹤0.01% | 1150 |
|
|
2022
Q1 | $3.23K | Buy |
+43
| New | +$3.23K | ﹤0.01% | 966 |
|
|
2021
Q4 | – | Sell |
-43
| Closed | -$2.98K | – | 823 |
|
|
2021
Q3 | $2.98K | Hold |
43
| – | – | ﹤0.01% | 828 |
|
|
2021
Q2 | $3.1K | Hold |
43
| – | – | ﹤0.01% | 809 |
|
|
2021
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 842 |
|
|
2020
Q4 | $3.13K | Buy |
+43
| New | +$3.13K | ﹤0.01% | 855 |
|