Concord Wealth Partners’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 | $4.14K | Hold |
50
| – | – | ﹤0.01% | 653 |
|
|
2025
Q1 | $4.18K | Hold |
50
| – | – | ﹤0.01% | 606 |
|
|
2024
Q4 | $3.79K | Hold |
50
| – | – | ﹤0.01% | 643 |
|
|
2024
Q3 | $3.71K | Hold |
50
| – | – | ﹤0.01% | 675 |
|
|
2024
Q2 | $3.13K | Hold |
50
| – | – | ﹤0.01% | 626 |
|
|
2024
Q1 | $3.22K | Buy |
+50
| New | +$3.22K | ﹤0.01% | 706 |
|
|
2022
Q2 | – | Sell |
-15
| Closed | -$1K | – | 1362 |
|
|
2022
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1248 |
|