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
2025
Q3
$9.09M Sell
2025
Q2
$8.79M Buy
2025
Q1
$8.86M Sell
2024
Q4
$8.4M Sell
2024
Q3
$8.49M Sell
2024
Q2
$7.5M Buy
2024
Q1
$7.1M Buy
2023
Q4
$6.68M Buy
2023
Q3
$5.69M Buy
2023
Q2
$6.47M Buy
2023
Q1
$5.87M Buy
2022
Q4
$5.31M Buy
2022
Q3
$4.78M Buy
2022
Q2
$5.6M Buy
2022
Q1
$6.28M Buy
2021
Q4
$6.39M Sell
2021
Q3
$5.47M Buy
2021
Q2
$5.67M Buy
2021
Q1
$5.42M Buy
2020
Q4
$5.61M Sell
2020
Q3
$4.68M Sell
2020
Q2
$4.64M Sell
2020
Q1
$6.72M Buy
2019
Q4
$8.53M Buy