Net Worth Advisory Group’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	$315K	Buy	3,801 +127	+3%	+$10.5K	0.07%	289
2025 Q1	$307K	Sell	3,674 -821	-18%	-$68.6K	0.1%	249
2024 Q4	$341K	Buy	4,495 +29	+0.6%	+$2.2K	0.1%	222
2024 Q3	$331K	Buy	+4,466	New	+$331K	0.1%	242