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
2026 Q1	$39.6K	Buy	586 +169	+41%	+$13K	0.01%	472
2025 Q4	$36.5K	Buy	417 +30	+8%	+$2.56K	0.01%	425
2025 Q3	$34.4K	Buy	387 +5	+1%	+$433	0.01%	432
2025 Q2	$31.6K	Sell	382 -207	-35%	-$16.3K	0.01%	281
2025 Q1	$49.2K	Buy	589 +38	+7%	+$3.15K	0.02%	188
2024 Q4	$41.8K	Buy	551 +342	+164%	+$25.6K	0.02%	199
2024 Q3	$15.5K	Buy	209 +193	+1,206%	+$13.7K	0.01%	359
2024 Q2	$1K	Buy	16 +5	+45%	+$310	﹤0.01%	508
2024 Q1	$709	Buy	11 +5	+83%	+$310	﹤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%	+$58	﹤0.01%	617
2022 Q4	$260	Buy	+5	New	+$253	﹤0.01%	614