TD Private Client Wealth’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
2026 Q1	$903K	Sell	13,366 -16,659	-55%	-$1.28M	0.02%	379
2025 Q4	$2.62M	Buy	30,025 +1,070	+4%	+$91.2K	0.06%	208
2025 Q3	$2.57M	Sell	28,955 -381	-1%	-$33K	0.06%	212
2025 Q2	$2.43M	Buy	29,336 +2,739	+10%	+$215K	0.06%	214
2025 Q1	$2.22M	Buy	26,597 +2,773	+12%	+$230K	0.06%	206
2024 Q4	$1.81M	Buy	23,824 +3,229	+16%	+$242K	0.05%	245
2024 Q3	$1.53M	Sell	20,595 -340	-2%	-$24.1K	0.04%	294
2024 Q2	$1.31M	Sell	20,935 -1,676	-7%	-$104K	0.04%	304
2024 Q1	$1.46M	Sell	22,611 -1,338	-6%	-$83.1K	0.05%	292
2023 Q4	$1.46M	Sell	23,949 -1,827	-7%	-$99.8K	0.05%	272
2023 Q3	$1.35M	Sell	25,776 -1,298	-5%	-$74.2K	0.06%	273
2023 Q2	$1.64M	Buy	27,074 +567	+2%	+$32.2K	0.07%	251
2023 Q1	$1.5M	Buy	26,507 +2,142	+9%	+$123K	0.07%	267
2022 Q4	$1.27M	Sell	24,365 -12,145	-33%	-$616K	0.06%	283
2022 Q3	$1.74M	Buy	36,510 +2,892	+9%	+$167K	0.09%	229
2022 Q2	$1.95M	Buy	33,618 +6,318	+23%	+$406K	0.1%	210
2022 Q1	$2.05M	Sell	27,300 -1,512	-5%	-$118K	0.09%	229
2021 Q4	$2.36M	Sell	28,812 -4,660	-14%	-$359K	0.1%	210
2021 Q3	$2.32M	Sell	33,472 -1,227	-4%	-$91K	0.1%	205
2021 Q2	$2.5M	Buy	34,699 +5,993	+21%	+$438K	0.11%	201
2021 Q1	$2.01M	Buy	28,706 +19,811	+223%	+$1.34M	0.09%	224
2020 Q4	$647K	Sell	8,895 -290	-3%	-$19.4K	0.03%	348
2020 Q3	$556K	Buy	9,185 +3,115	+51%	+$186K	0.03%	346
2020 Q2	$343K	Buy	6,070 +6,065	+121,300%	+$331K	0.02%	392
2020 Q1	$219	Hold	5	–	–	﹤0.01%	1043
2019 Q4	$307	Buy	+5	New	+$280	﹤0.01%	1049