Principia Wealth Advisory’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
$414 Sell
5
-1
-17% -$83 ﹤0.01% 772
2025
Q1
$467 Hold
6
﹤0.01% 586
2024
Q4
$455 Buy
+6
New +$455 ﹤0.01% 572