FVWA
Foster Victor Wealth Advisors’s SS&C Technologies SSNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Sell |
264,959
-2,550
| -1% | -$212K | 1.5% | 13 |
|
|
2025
Q1 | $20.3M | Sell |
267,509
-5,648
| -2% | -$430K | 1.64% | 8 |
|
|
2024
Q4 | $21.4M | Buy |
273,157
+14,072
| +5% | +$1.1M | 1.64% | 10 |
|
|
2024
Q3 | $19.3M | Sell |
259,085
-20,904
| -7% | -$1.56M | 1.55% | 11 |
|
|
2024
Q2 | $18.9M | Buy |
279,989
+36,078
| +15% | +$2.43M | 1.58% | 13 |
|
|
2024
Q1 | $15M | Buy |
243,911
+30,655
| +14% | +$1.89M | 1.37% | 23 |
|
|
2023
Q4 | $13M | Buy |
213,256
+13,119
| +7% | +$800K | 1.33% | 28 |
|
|
2023
Q3 | $10.4M | Buy |
200,137
+9,256
| +5% | +$482K | 1.21% | 34 |
|
|
2023
Q2 | $11.5M | Buy |
190,881
+9,450
| +5% | +$569K | 1.28% | 29 |
|
|
2023
Q1 | $10.1M | Buy |
181,431
+7,465
| +4% | +$416K | 1.23% | 32 |
|
|
2022
Q4 | $9.29M | Buy |
173,966
+24,267
| +16% | +$1.3M | 1.18% | 35 |
|
|
2022
Q3 | $7.58M | Buy |
149,699
+24,200
| +19% | +$1.23M | 1.1% | 40 |
|
|
2022
Q2 | $7.39M | Buy |
125,499
+22,818
| +22% | +$1.34M | 1.1% | 42 |
|
|
2022
Q1 | $7.58M | Buy |
102,681
+17,255
| +20% | +$1.27M | 1.04% | 41 |
|
|
2021
Q4 | $7.2M | Buy |
85,426
+13,899
| +19% | +$1.17M | 0.98% | 38 |
|
|
2021
Q3 | $4.96M | Buy |
71,527
+10,777
| +18% | +$748K | 0.79% | 46 |
|
|
2021
Q2 | $4.38M | Buy |
60,750
+15,648
| +35% | +$1.13M | 0.73% | 45 |
|
|
2021
Q1 | $3.27M | Buy |
45,102
+19,049
| +73% | +$1.38M | 0.61% | 50 |
|
|
2020
Q4 | $1.9M | Buy |
26,053
+10,619
| +69% | +$772K | 0.43% | 54 |
|
|
2020
Q3 | $934K | Buy |
15,434
+8,226
| +114% | +$498K | 0.25% | 69 |
|
|
2020
Q2 | $407K | Buy |
+7,208
| New | +$407K | 0.14% | 88 |
|