Moran Wealth Management’s SS&C Technologies SSNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.9M	Sell	240,456 -1,262	-0.5%	-$104K	0.61%	43
2025 Q1	$20.2M	Sell	241,718 -7,019	-3%	-$586K	0.68%	36
2024 Q4	$18.8M	Sell	248,737 -1,407	-0.6%	-$107K	0.6%	46
2024 Q3	$18.6M	Buy	250,144 +74,902	+43%	+$5.56M	0.57%	57
2024 Q2	$11M	Buy	+175,242	New	+$11M	0.36%	96