True Wealth Design’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 | $31.6K | Sell |
382
-207
| -35% | -$17.1K | 0.01% | 281 |
|
|
2025
Q1 | $49.2K | Buy |
589
+38
| +7% | +$3.17K | 0.02% | 188 |
|
|
2024
Q4 | $41.8K | Buy |
551
+342
| +164% | +$25.9K | 0.02% | 199 |
|
|
2024
Q3 | $15.5K | Buy |
209
+193
| +1,206% | +$14.3K | 0.01% | 359 |
|
|
2024
Q2 | $1K | Buy |
16
+5
| +45% | +$313 | ﹤0.01% | 508 |
|
|
2024
Q1 | $709 | Buy |
11
+5
| +83% | +$322 | ﹤0.01% | 546 |
|
|
2023
Q4 | $367 | Hold |
6
| – | – | ﹤0.01% | 560 |
|
|
2023
Q3 | $316 | Hold |
6
| – | – | ﹤0.01% | 547 |
|
|
2023
Q2 | $364 | Hold |
6
| – | – | ﹤0.01% | 527 |
|
|
2023
Q1 | $339 | Buy |
6
+1
| +20% | +$57 | ﹤0.01% | 617 |
|
|
2022
Q4 | $260 | Buy |
+5
| New | +$260 | ﹤0.01% | 614 |
|