Summit X LLC’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	$372K	Buy	4,494 +565	+14%	+$46.8K	0.07%	169
2025 Q1	$328K	Buy	+3,929	New	+$328K	0.07%	161
2024 Q3	–	Sell	-3,290	Closed	-$214K	–	231
2024 Q2	$214K	Buy	+3,290	New	+$214K	0.05%	225