Carson Wealth (CWM LLC)’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 | $3.06M | Sell |
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|
2025
Q2 | $3.05M | Sell |
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|
2025
Q1 | $3.53M | Buy |
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|
2024
Q4 | $1.91M | Buy |
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|
2024
Q3 | $985K | Buy |
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|
2024
Q2 | $488K | Buy |
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|
2024
Q1 | $218K | Buy |
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|
2023
Q4 | $182K | Buy |
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|
2023
Q3 | $150K | Buy |
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|
2023
Q2 | $144K | Buy |
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|
2023
Q1 | $119K | Sell |
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|
2022
Q4 | $114K | Sell |
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|
2022
Q3 | $113K | Buy |
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|
2022
Q2 | $70K | Buy |
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|
2022
Q1 | $36K | Sell |
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|
2021
Q4 | $40K | Buy |
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|
2021
Q2 | $33K | Hold |
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|
2021
Q1 | $33K | Hold |
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|
2020
Q4 | $33K | Hold |
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|
2020
Q3 | $33K | Hold |
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|
2020
Q2 | $33K | Hold |
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|
2020
Q1 | $33K | Hold |
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|
2019
Q4 | $33K | Hold |
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|
2019
Q3 | $33K | Hold |
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|
2019
Q2 | $33K | Hold |
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|
2019
Q1 | $33K | Sell |
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|
2018
Q4 | $39K | Buy |
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|
2018
Q3 | $23K | Hold |
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|
2018
Q2 | $21K | Buy |
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