LWAM
Legacy Wealth Asset Management’s SS&C Technologies SSNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Buy |
7,645
+2
| +0% | +$166 | 0.16% | 200 |
|
|
2025
Q1 | $638K | Sell |
7,643
-4,365
| -36% | -$365K | 0.18% | 189 |
|
|
2024
Q4 | $910K | Sell |
12,008
-483
| -4% | -$36.6K | 0.25% | 105 |
|
|
2024
Q3 | $927K | Sell |
12,491
-469
| -4% | -$34.8K | 0.25% | 103 |
|
|
2024
Q2 | $812K | Buy |
12,960
+682
| +6% | +$42.7K | 0.23% | 116 |
|
|
2024
Q1 | $790K | Buy |
12,278
+7
| +0.1% | +$451 | 0.22% | 129 |
|
|
2023
Q4 | $750K | Buy |
12,271
+164
| +1% | +$10K | 0.25% | 122 |
|
|
2023
Q3 | $636K | Sell |
12,107
-54
| -0.4% | -$2.84K | 0.23% | 136 |
|
|
2023
Q2 | $737K | Buy |
12,161
+391
| +3% | +$23.7K | 0.26% | 112 |
|
|
2023
Q1 | $665K | Buy |
11,770
+2,185
| +23% | +$123K | 0.24% | 141 |
|
|
2022
Q4 | $499K | Buy |
9,585
+2,768
| +41% | +$144K | 0.19% | 176 |
|
|
2022
Q3 | $326K | Buy |
6,817
+625
| +10% | +$29.9K | 0.14% | 249 |
|
|
2022
Q2 | $360K | Buy |
+6,192
| New | +$360K | 0.15% | 209 |
|