Integrated Wealth Concepts’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 | $714K | Buy |
8,621
+668
| +8% | +$55.3K | 0.01% | 1090 |
|
|
2025
Q1 | $664K | Buy |
7,953
+88
| +1% | +$7.35K | 0.01% | 1022 |
|
|
2024
Q4 | $596K | Buy |
7,865
+1,539
| +24% | +$117K | 0.01% | 1048 |
|
|
2024
Q3 | $469K | Sell |
6,326
-596
| -9% | -$44.2K | 0.01% | 1113 |
|
|
2024
Q2 | $434K | Buy |
6,922
+440
| +7% | +$27.6K | 0.01% | 1108 |
|
|
2024
Q1 | $417K | Buy |
6,482
+505
| +8% | +$32.5K | 0.01% | 1134 |
|
|
2023
Q4 | $365K | Sell |
5,977
-244
| -4% | -$14.9K | 0.01% | 1154 |
|
|
2023
Q3 | $327K | Buy |
6,221
+745
| +14% | +$39.1K | 0.01% | 1184 |
|
|
2023
Q2 | $332K | Buy |
+5,476
| New | +$332K | 0.01% | 1178 |
|