Mount Yale Investment Advisors’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 | $220K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $276K | Sell |
|
|||||
|
2023
Q2 | $319K | Sell |
|
|||||
|
2023
Q1 | $305K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $251K | Buy |
|
|||||
|
2022
Q2 | $266K | Buy |
|
|||||
|
2022
Q1 | $318K | Buy |
|
|||||
|
2021
Q4 | $293K | Buy |
|
|||||
|
2021
Q3 | $225K | Sell |
|
|||||
|
2021
Q2 | $235K | Buy |
|
|||||
|
2021
Q1 | $226K | Sell |
|
|||||
|
2020
Q4 | $245K | Buy |
|
|||||
|
2020
Q3 | $203K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $376K | Sell |
|
|||||
|
2019
Q1 | $554K | Hold |
|
|||||
|
2018
Q4 | $467K | Sell |
|
|||||
|
2018
Q3 | $475K | Sell |
|
|||||
|
2018
Q2 | $491K | Sell |
|
|||||
|
2018
Q1 | $512K | Buy |
|