Laird Norton Wetherby Wealth Management’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
Q2 | $525K | Buy |
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|
2024
Q4 | $527K | Sell |
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|
2024
Q3 | $526K | Sell |
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|
2024
Q2 | $448K | Buy |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $409K | Sell |
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|
2023
Q3 | $374K | Buy |
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|
2023
Q2 | $430K | Buy |
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|
2023
Q1 | $372K | Buy |
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|
2022
Q4 | $291K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $339K | Buy |
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