Guardian Wealth Management’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 | $4.64M | Buy |
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|
2025
Q1 | $2.98M | Buy |
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|
2024
Q4 | $2.57M | Sell |
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|
2024
Q3 | $2.52M | Buy |
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|
2024
Q2 | $2.1M | Buy |
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|
2024
Q1 | $2.12M | Sell |
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|
2023
Q4 | $2.05M | Buy |
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|
2023
Q3 | $1.75M | Buy |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $8.81K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $10K | Hold |
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|
2021
Q4 | $10K | Buy |
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