Venturi Wealth Management’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
Q1 | – | Sell |
-2,839
| Closed | -$215K | – | 1647 |
|
|
2024
Q4 | $215K | Buy |
2,839
+2,150
| +312% | +$163K | 0.01% | 529 |
|
|
2024
Q3 | $51.1K | Buy |
689
+46
| +7% | +$3.41K | ﹤0.01% | 758 |
|
|
2024
Q2 | $40.3K | Buy |
643
+440
| +217% | +$27.6K | ﹤0.01% | 728 |
|
|
2024
Q1 | $13.1K | Buy |
+203
| New | +$13.1K | ﹤0.01% | 858 |
|
|
2023
Q2 | – | Sell |
-88
| Closed | -$4.97K | – | 1254 |
|
|
2023
Q1 | $4.97K | Buy |
+88
| New | +$4.97K | ﹤0.01% | 826 |
|