Corient Private Wealth’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
Q2 | $697K | Sell |
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|
2025
Q1 | $791K | Sell |
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|
2024
Q4 | $775K | Sell |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $550K | Buy |
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|
2024
Q1 | $482K | Sell |
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|
2023
Q4 | $468K | Sell |
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|
2023
Q3 | $446K | Sell |
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|
2023
Q2 | $549K | Sell |
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|
2023
Q1 | $769K | Buy |
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|
2022
Q4 | $533K | Buy |
|