Inlet Private 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 | $1.45M | Hold |
17,475
| – | – | 0.36% | 72 |
|
|
2025
Q1 | $1.46M | Hold |
17,475
| – | – | 0.38% | 72 |
|
|
2024
Q4 | $1.32M | Buy |
17,475
+3,250
| +23% | +$246K | 0.35% | 75 |
|
|
2024
Q3 | $1.06M | Buy |
14,225
+100
| +0.7% | +$7.42K | 0.27% | 81 |
|
|
2024
Q2 | $885K | Sell |
14,125
-50
| -0.4% | -$3.13K | 0.24% | 81 |
|
|
2024
Q1 | $912K | Buy |
14,175
+2,025
| +17% | +$130K | 0.25% | 80 |
|
|
2023
Q4 | $742K | Buy |
+12,150
| New | +$742K | 0.23% | 83 |
|