Fortis Group 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
$72K Hold
2025
Q1
$72.7K Hold
2024
Q4
$65.9K Sell
2024
Q3
$74.2K Hold
2024
Q2
$62.7K Hold
2024
Q1
$64.4K Sell
2023
Q4
$122K Buy
2023
Q3
$52.5K Buy