True Wealth Design’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 | $34.4K | Buy |
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|
2025
Q2 | $31.6K | Sell |
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|
2025
Q1 | $49.2K | Buy |
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|
2024
Q4 | $41.8K | Buy |
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|
2024
Q3 | $15.5K | Buy |
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|
2024
Q2 | $1K | Buy |
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|
2024
Q1 | $709 | Buy |
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|
2023
Q4 | $367 | Hold |
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|
2023
Q3 | $316 | Hold |
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|
2023
Q2 | $364 | Hold |
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|
2023
Q1 | $339 | Buy |
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|
2022
Q4 | $260 | Buy |
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