HWAM
Hennion & Walsh Asset Management’s SS&C Technologies SSNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+2,521
| New | +$209K | 0.01% | 889 |
|
|
2024
Q4 | – | Sell |
-2,867
| Closed | -$213K | – | 905 |
|
|
2024
Q3 | $213K | Buy |
+2,867
| New | +$213K | 0.01% | 818 |
|
|
2023
Q4 | – | Sell |
-7,077
| Closed | -$372K | – | 867 |
|
|
2023
Q3 | $372K | Sell |
7,077
-207
| -3% | -$10.9K | 0.02% | 603 |
|
|
2023
Q2 | $441K | Buy |
7,284
+445
| +7% | +$26.9K | 0.03% | 547 |
|
|
2023
Q1 | $386K | Buy |
6,839
+285
| +4% | +$16.1K | 0.02% | 577 |
|
|
2022
Q4 | $341K | Sell |
6,554
-3,422
| -34% | -$178K | 0.02% | 591 |
|
|
2022
Q3 | $476K | Sell |
9,976
-238
| -2% | -$11.4K | 0.03% | 493 |
|
|
2022
Q2 | $593K | Sell |
10,214
-6,634
| -39% | -$385K | 0.04% | 451 |
|
|
2022
Q1 | $1.26M | Buy |
16,848
+654
| +4% | +$49.1K | 0.07% | 290 |
|
|
2021
Q4 | $1.33M | Buy |
16,194
+3,742
| +30% | +$307K | 0.07% | 302 |
|
|
2021
Q3 | $864K | Sell |
12,452
-246
| -2% | -$17.1K | 0.05% | 383 |
|
|
2021
Q2 | $915K | Buy |
12,698
+494
| +4% | +$35.6K | 0.05% | 378 |
|
|
2021
Q1 | $853K | Buy |
+12,204
| New | +$853K | 0.05% | 387 |
|