Walter & Keenan 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 Q2	$1.25M	Buy	15,079 +21	+0.1%	+$1.74K	0.36%	62
2025 Q1	$1.26M	Buy	15,058 +58	+0.4%	+$4.85K	0.38%	67
2024 Q4	$1.14M	Hold	15,000	–	–	0.34%	67
2024 Q3	$1.11M	Hold	15,000	–	–	0.34%	71
2024 Q2	$940K	Buy	+15,000	New	+$940K	0.3%	76