Guardian 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 | $4.64M | Buy |
56,016
+20,400
| +57% | +$1.69M | 3.09% | 10 |
|
|
2025
Q1 | $2.98M | Buy |
35,616
+1,675
| +5% | +$140K | 1.99% | 19 |
|
|
2024
Q4 | $2.57M | Sell |
33,941
-2
| -0% | -$152 | 1.75% | 17 |
|
|
2024
Q3 | $2.52M | Buy |
33,943
+432
| +1% | +$32.1K | 1.78% | 21 |
|
|
2024
Q2 | $2.1M | Buy |
33,511
+506
| +2% | +$31.7K | 1.61% | 23 |
|
|
2024
Q1 | $2.12M | Sell |
33,005
-576
| -2% | -$37.1K | 1.64% | 22 |
|
|
2023
Q4 | $2.05M | Buy |
33,581
+291
| +0.9% | +$17.8K | 1.73% | 24 |
|
|
2023
Q3 | $1.75M | Buy |
33,290
+11,775
| +55% | +$619K | 1.64% | 26 |
|
|
2023
Q2 | $1.3M | Buy |
21,515
+21,359
| +13,692% | +$1.29M | 1.19% | 36 |
|
|
2023
Q1 | $8.81K | Buy |
+156
| New | +$8.81K | 0.01% | 166 |
|
|
2022
Q4 | – | Sell |
-128
| Closed | -$6K | – | 269 |
|
|
2022
Q3 | $6K | Hold |
128
| – | – | 0.01% | 183 |
|
|
2022
Q2 | $7K | Buy |
128
+1
| +0.8% | +$55 | 0.01% | 175 |
|
|
2022
Q1 | $10K | Hold |
127
| – | – | 0.01% | 173 |
|
|
2021
Q4 | $10K | Buy |
+127
| New | +$10K | 0.01% | 168 |
|