Inlet Private Wealth’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
Q3
$1.55M Hold
2025
Q2
$1.45M Hold
2025
Q1
$1.46M Hold
2024
Q4
$1.32M Buy
2024
Q3
$1.06M Buy
2024
Q2
$885K Sell
2024
Q1
$912K Buy
2023
Q4
$742K Buy