CVA Family Office’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
2026 Q1	$24.5K	Buy	362 +225	+164%	+$17.3K	﹤0.01%	753
2025 Q4	$12K	Hold	137	–	–	﹤0.01%	768
2025 Q3	$12.2K	Hold	137	–	–	﹤0.01%	769
2025 Q2	$11.3K	Sell	137 -55	-29%	-$4.32K	﹤0.01%	779
2025 Q1	$16K	Buy	192 +25	+15%	+$2.07K	﹤0.01%	719
2024 Q4	$12.7K	Buy	167 +46	+38%	+$3.44K	﹤0.01%	752
2024 Q3	$8.98K	Sell	121 -8	-6%	-$567	﹤0.01%	774
2024 Q2	$8.08K	Buy	129 +8	+7%	+$496	﹤0.01%	769
2024 Q1	$7.79K	Hold	121	–	–	﹤0.01%	783
2023 Q4	$7.39K	Buy	+121	New	+$6.61K	﹤0.01%	764
2023 Q3	–	Sell	-211	Closed	-$12.8K	–	846
2023 Q2	$12.8K	Buy	211 +61	+41%	+$3.47K	﹤0.01%	686
2023 Q1	$8.47K	Buy	150 +20	+15%	+$1.15K	﹤0.01%	708
2022 Q4	$6.77K	Buy	+130	New	+$6.59K	﹤0.01%	705