EverSource Wealth Advisors’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 | $376K | Buy |
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|
2025
Q1 | $323K | Buy |
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|
2024
Q4 | $170K | Buy |
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|
2024
Q3 | $113K | Buy |
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|
2024
Q2 | $106K | Buy |
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|
2024
Q1 | $89.6K | Buy |
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|
2023
Q4 | $79K | Buy |
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|
2023
Q3 | $59.2K | Buy |
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|
2023
Q2 | $67K | Sell |
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|
2023
Q1 | $65.8K | Buy |
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|
2022
Q4 | $42.9K | Sell |
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|
2022
Q3 | $53K | Buy |
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|
2022
Q2 | $51K | Buy |
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|
2022
Q1 | $45K | Hold |
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|
2021
Q4 | $48K | Buy |
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