Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.82K | Hold |
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|
2025
Q2 | $3.56K | Hold |
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|
2025
Q1 | $3.59K | Hold |
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|
2024
Q4 | $3.26K | Hold |
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|
2024
Q3 | $3.19K | Hold |
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|
2024
Q2 | $2.69K | Hold |
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|
2024
Q1 | $2.77K | Hold |
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|
2023
Q4 | $2.63K | Hold |
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|
2023
Q3 | $2.26K | Hold |
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|
2023
Q2 | $2.61K | Hold |
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|
2023
Q1 | $2.43K | Hold |
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|
2022
Q4 | $2.24K | Hold |
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|
2022
Q3 | $2.05K | Hold |
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|
2022
Q2 | $2.5K | Hold |
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|
2022
Q1 | $3.23K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.98K | Hold |
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|
2021
Q2 | $3.1K | Hold |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $3.13K | Buy |
|