Wealth Enhancement Advisory Services’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 | $2.91M | Sell |
34,895
-2,038
| -6% | -$170K | ﹤0.01% | 1167 |
|
|
2025
Q1 | $3.09M | Buy |
36,933
+11,863
| +47% | +$991K | 0.01% | 1029 |
|
|
2024
Q4 | $1.9M | Buy |
25,070
+12,717
| +103% | +$964K | ﹤0.01% | 1208 |
|
|
2024
Q3 | $917K | Buy |
12,353
+6,027
| +95% | +$447K | ﹤0.01% | 1444 |
|
|
2024
Q2 | $396K | Buy |
6,326
+2,453
| +63% | +$154K | ﹤0.01% | 1790 |
|
|
2024
Q1 | $249K | Buy |
3,873
+31
| +0.8% | +$2K | ﹤0.01% | 2038 |
|
|
2023
Q4 | $235K | Sell |
3,842
-1,046
| -21% | -$63.9K | ﹤0.01% | 1995 |
|
|
2023
Q3 | $257K | Buy |
+4,888
| New | +$257K | ﹤0.01% | 1831 |
|