Exencial 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
Q3 | $4.36M | Buy |
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|
2025
Q2 | $3.97M | Sell |
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|
2025
Q1 | $4.17M | Buy |
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|
2024
Q4 | $3.67M | Sell |
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|
2024
Q3 | $3.68M | Sell |
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|
2024
Q2 | $3.19M | Sell |
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|
2024
Q1 | $3.54M | Buy |
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|
2023
Q4 | $3.3M | Buy |
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|
2023
Q3 | $2.6M | Buy |
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|
2023
Q2 | $1.74M | Buy |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $263K | Buy |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | $215K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $247K | Hold |
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|
2019
Q1 | $274K | Buy |
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