MBM Wealth Consultants’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 | $22.1K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $687K | Buy |
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|
2023
Q2 | $766K | Buy |
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|
2023
Q1 | $670K | Hold |
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|
2022
Q4 | $549K | Buy |
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|
2022
Q3 | $467K | Buy |
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|
2022
Q2 | $444K | Buy |
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|
2022
Q1 | $529K | Buy |
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|
2021
Q4 | $204K | Hold |
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|
2021
Q3 | $204K | Buy |
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|
2021
Q2 | $197K | Buy |
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|
2021
Q1 | $185K | Buy |
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|
2020
Q4 | $153K | Buy |
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