FullCircle Wealth’s SS&C Technologies SSNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Buy
3,080
+316
+11% +$27K 0.1% 216
2025
Q1
$203K Buy
2,764
+97
+4% +$7.12K 0.08% 231
2024
Q4
$236K Buy
+2,667
New +$236K 0.1% 175