Integrated Investment Consultants’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
2026 Q1	$419K	Sell	6,194 -9,260	-60%	-$712K	0.09%	150
2025 Q4	$1.35M	Sell	15,454 -4,042	-21%	-$345K	0.27%	66
2025 Q3	$1.73M	Sell	19,496 -6,815	-26%	-$590K	0.29%	53
2025 Q2	$2.18M	Buy	26,311 +3,087	+13%	+$243K	0.43%	41
2025 Q1	$1.94M	Sell	23,224 -102	-0.4%	-$8.44K	0.39%	46
2024 Q4	$1.77M	Buy	23,326 +3,006	+15%	+$225K	0.36%	55
2024 Q3	$1.51M	Buy	20,320 +419	+2%	+$29.7K	0.33%	45
2024 Q2	$1.28M	Hold	19,901	–	–	0.35%	44
2024 Q1	$1.28M	Buy	19,901 +2,018	+11%	+$125K	0.35%	44
2023 Q4	$1.09M	Buy	17,883 +4,940	+38%	+$270K	0.35%	43
2023 Q3	$680K	Buy	12,943 +8,559	+195%	+$489K	0.25%	65
2023 Q2	$266K	Buy	4,384 +92	+2%	+$5.23K	0.08%	214
2023 Q1	$242K	Hold	4,292	–	–	0.08%	228
2022 Q4	$223K	Buy	+4,292	New	+$218K	0.08%	218