New World 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
Q2 | $202K | Sell |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $296K | Sell |
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|
2024
Q3 | $345K | Sell |
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|
2024
Q2 | $373K | Sell |
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|
2024
Q1 | $396K | Sell |
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|
2023
Q4 | $394K | Hold |
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|
2023
Q3 | $339K | Hold |
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|
2023
Q2 | $391K | Buy |
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|
2023
Q1 | $342K | Hold |
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|
2022
Q4 | $315K | Buy |
|