Wealth Alliance’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
Q2
$273K Sell
2025
Q1
$276K Buy
2024
Q4
$250K Buy
2024
Q3
$237K Sell
2024
Q2
$203K Sell
2024
Q1
$210K Sell
2023
Q4
$200K Buy
2023
Q3
Sell
2023
Q2
$239K Sell
2023
Q1
$235K Buy
2022
Q4
$204K Buy
2022
Q2
Sell
2022
Q1
$204K Sell
2021
Q4
$227K Sell
2021
Q3
$236K Buy
2021
Q2
$238K Buy
2021
Q1
$203K Buy