Private Wealth Management 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
$5.63K Hold
68
﹤0.01% 708
2025
Q1
$5.68K Hold
68
﹤0.01% 669
2024
Q4
$5.15K Hold
68
﹤0.01% 730
2024
Q3
$5.05K Hold
68
﹤0.01% 734
2024
Q2
$4.26K Hold
68
﹤0.01% 763
2024
Q1
$4.38K Hold
68
﹤0.01% 663
2023
Q4
$4.16K Buy
+68
New +$4.16K ﹤0.01% 695