Carolinas Wealth Consulting’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 | – | Sell |
-185
| Closed | -$15.5K | – | 822 |
|
|
2025
Q1 | $15.5K | Sell |
185
-1
| -0.5% | -$84 | ﹤0.01% | 481 |
|
|
2024
Q4 | $14K | Sell |
186
-4
| -2% | -$302 | ﹤0.01% | 510 |
|
|
2024
Q3 | $14.1K | Hold |
190
| – | – | ﹤0.01% | 519 |
|
|
2024
Q2 | $11.9K | Buy |
190
+1
| +0.5% | +$62 | ﹤0.01% | 538 |
|
|
2024
Q1 | $12.2K | Hold |
189
| – | – | ﹤0.01% | 536 |
|
|
2023
Q4 | $11.6K | Hold |
189
| – | – | ﹤0.01% | 518 |
|
|
2023
Q3 | $9.51K | Hold |
189
| – | – | ﹤0.01% | 525 |
|
|
2023
Q2 | $11.5K | Sell |
189
-163
| -46% | -$9.9K | ﹤0.01% | 572 |
|
|
2023
Q1 | $19.9K | Hold |
352
| – | – | ﹤0.01% | 500 |
|
|
2022
Q4 | $18.3K | Buy |
352
+1
| +0.3% | +$52 | ﹤0.01% | 515 |
|
|
2022
Q3 | $17K | Buy |
351
+103
| +42% | +$4.99K | ﹤0.01% | 472 |
|
|
2022
Q2 | $14K | Hold |
248
| – | – | ﹤0.01% | 524 |
|
|
2022
Q1 | $19K | Buy |
248
+44
| +22% | +$3.37K | ﹤0.01% | 494 |
|
|
2021
Q4 | $17K | Buy |
+204
| New | +$17K | ﹤0.01% | 530 |
|