Waverly Advisors’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	$460K	Sell	5,556 -372	-6%	-$30.8K	0.01%	824
2025 Q1	$495K	Buy	5,928 +872	+17%	+$72.8K	0.01%	774
2024 Q4	$383K	Buy	+5,056	New	+$383K	0.01%	746