Caldwell Trust’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 | $28.8K | Hold |
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|
2025
Q2 | $26.8K | Hold |
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|
2025
Q1 | $27.1K | Hold |
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|
2024
Q4 | $24.6K | Sell |
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|
2024
Q3 | $39.4K | Sell |
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|
2024
Q2 | $36.1K | Hold |
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|
2024
Q1 | $37.1K | Sell |
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|
2023
Q4 | $54K | Buy |
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|
2023
Q3 | $43.5K | Hold |
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|
2023
Q2 | $50.2K | Sell |
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|
2023
Q1 | $49.2K | Hold |
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|
2022
Q4 | $45.4K | Sell |
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|
2022
Q3 | $45.9K | Sell |
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|
2022
Q2 | $65.7K | Hold |
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|
2022
Q1 | $84.9K | Hold |
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|
2021
Q4 | $92.8K | Hold |
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|
2021
Q3 | $78.6K | Sell |
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|
2021
Q2 | $99.9K | Hold |
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|
2021
Q1 | $96.9K | Hold |
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|
2020
Q4 | $101K | Hold |
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|
2020
Q3 | $83.9K | Hold |
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|
2020
Q2 | $78.3K | Hold |
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|
2020
Q1 | $60.8K | Hold |
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|
2019
Q4 | $85.2K | Buy |
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