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 Q3	$577K	Buy	6,503 +160	+3%	+$13.8K	0.02%	528
2025 Q2	$525K	Buy	+6,343	New	+$499K	0.02%	541
2024 Q4	$527K	Sell	6,951 -134	-2%	-$10K	0.03%	509
2024 Q3	$526K	Sell	7,085 -64	-0.9%	-$4.54K	0.02%	544
2024 Q2	$448K	Buy	7,149 +787	+12%	+$48.8K	0.02%	572
2024 Q1	$410K	Sell	6,362 -330	-5%	-$20.5K	0.02%	627
2023 Q4	$409K	Sell	6,692 -429	-6%	-$23.4K	0.02%	619
2023 Q3	$374K	Buy	7,121 +33	+0.5%	+$1.89K	0.02%	613
2023 Q2	$430K	Buy	7,088 +496	+8%	+$28.2K	0.02%	593
2023 Q1	$372K	Buy	6,592 +1,008	+18%	+$58.1K	0.02%	630
2022 Q4	$291K	Buy	+5,584	New	+$283K	0.02%	695
2021 Q2	–	Sell	-4,377	Closed	-$305K	–	943
2021 Q1	$305K	Sell	4,377 -285	-6%	-$19.2K	0.02%	600
2020 Q4	$339K	Buy	+4,662	New	+$312K	0.02%	612