Laird Norton Wetherby Wealth Management’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 | $525K | Buy |
+6,343
| New | +$525K | 0.02% | 540 |
|
|
2024
Q4 | $527K | Sell |
6,951
-134
| -2% | -$10.2K | 0.03% | 509 |
|
|
2024
Q3 | $526K | Sell |
7,085
-64
| -0.9% | -$4.75K | 0.02% | 544 |
|
|
2024
Q2 | $448K | Buy |
7,149
+787
| +12% | +$49.3K | 0.02% | 570 |
|
|
2024
Q1 | $410K | Sell |
6,362
-330
| -5% | -$21.2K | 0.02% | 624 |
|
|
2023
Q4 | $409K | Sell |
6,692
-429
| -6% | -$26.2K | 0.02% | 617 |
|
|
2023
Q3 | $374K | Buy |
7,121
+33
| +0.5% | +$1.73K | 0.02% | 612 |
|
|
2023
Q2 | $430K | Buy |
7,088
+496
| +8% | +$30.1K | 0.02% | 592 |
|
|
2023
Q1 | $372K | Buy |
6,592
+1,008
| +18% | +$56.9K | 0.02% | 629 |
|
|
2022
Q4 | $291K | Buy |
+5,584
| New | +$291K | 0.02% | 693 |
|
|
2021
Q2 | – | Sell |
-4,377
| Closed | -$305K | – | 921 |
|
|
2021
Q1 | $305K | Sell |
4,377
-285
| -6% | -$19.9K | 0.02% | 600 |
|
|
2020
Q4 | $339K | Buy |
+4,662
| New | +$339K | 0.02% | 603 |
|