Sheets Smith Wealth Management’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 | – | Sell |
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|
2025
Q2 | $298K | Hold |
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|
2025
Q1 | $301K | Hold |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $267K | Hold |
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|
2024
Q2 | $226K | Hold |
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|
2024
Q1 | $232K | Hold |
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|
2023
Q4 | $220K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3.68M | Hold |
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|
2022
Q2 | $4.48M | Hold |
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|
2022
Q1 | $5.78M | Sell |
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|
2021
Q4 | $6.4M | Buy |
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|
2021
Q3 | $5.35M | Hold |
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|
2021
Q2 | $5.56M | Hold |
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|
2021
Q1 | $5.39M | Hold |
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|
2020
Q4 | $5.61M | Hold |
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|
2020
Q3 | $4.67M | Hold |
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|
2020
Q2 | $4.36M | Buy |
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|
2020
Q1 | $1.63M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $437K | Buy |
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|
2018
Q3 | $545K | Sell |
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|
2018
Q2 | $500K | Buy |
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|
2018
Q1 | $503K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $741K | Buy |
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