Marks Group 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
2026 Q1	$5.48M	Sell	81,114 -10,024	-11%	-$771K	0.53%	74
2025 Q4	$7.97M	Sell	91,138 -11,224	-11%	-$957K	0.76%	35
2025 Q3	$9.09M	Sell	102,362 -3,740	-4%	-$324K	0.84%	35
2025 Q2	$8.79M	Buy	106,102 +40	+0%	+$3.14K	0.82%	49
2025 Q1	$8.86M	Sell	106,062 -4,775	-4%	-$395K	0.85%	36
2024 Q4	$8.4M	Sell	110,837 -3,627	-3%	-$271K	0.83%	46
2024 Q3	$8.49M	Sell	114,464 -5,255	-4%	-$373K	0.81%	53
2024 Q2	$7.5M	Buy	119,719 +9,410	+9%	+$584K	0.79%	55
2024 Q1	$7.1M	Buy	110,309 +927	+0.8%	+$57.6K	0.74%	62
2023 Q4	$6.68M	Buy	109,382 +1,117	+1%	+$61K	0.76%	58
2023 Q3	$5.69M	Buy	108,265 +1,439	+1%	+$82.3K	0.7%	64
2023 Q2	$6.47M	Buy	106,826 +2,806	+3%	+$160K	0.77%	57
2023 Q1	$5.87M	Buy	104,020 +2,021	+2%	+$117K	0.75%	59
2022 Q4	$5.31M	Buy	101,999 +2,007	+2%	+$102K	0.72%	60
2022 Q3	$4.78M	Buy	99,992 +3,571	+4%	+$206K	0.73%	60
2022 Q2	$5.6M	Buy	96,421 +12,663	+15%	+$814K	0.81%	51
2022 Q1	$6.28M	Buy	83,758 +5,757	+7%	+$450K	0.79%	44
2021 Q4	$6.39M	Sell	78,001 -691	-0.9%	-$53.2K	0.78%	47
2021 Q3	$5.47M	Buy	78,692 +114	+0.1%	+$8.45K	0.74%	56
2021 Q2	$5.67M	Buy	78,578 +914	+1%	+$66.8K	0.78%	47
2021 Q1	$5.42M	Buy	77,664 +539	+0.7%	+$36.4K	0.8%	46
2020 Q4	$5.61M	Sell	77,125 -238	-0.3%	-$16K	0.87%	30
2020 Q3	$4.68M	Sell	77,363 -4,898	-6%	-$293K	0.85%	41
2020 Q2	$4.64M	Sell	82,261 -71,440	-46%	-$3.89M	0.94%	20
2020 Q1	$6.72M	Buy	153,701 +14,839	+11%	+$839K	1.74%	1
2019 Q4	$8.53M	Buy	+138,862	New	+$7.79M	1.68%	1