Grant Private Wealth Management’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	–	Sell	-3,098	Closed	-$259K	–	137
2025 Q1	$259K	Sell	3,098 -228	-7%	-$19K	0.28%	100
2024 Q4	$252K	Buy	+3,326	New	+$252K	0.27%	98