Whittier Trust’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
$28.5K Hold
2025
Q1
$28.7K Buy
2023
Q4
Sell
2023
Q3
$4.52K Buy
2023
Q2
Sell
2023
Q1
$113K Buy
2022
Q4
Sell
2022
Q3
$4K Sell
2022
Q2
$10K Sell
2022
Q1
$23K Buy
2021
Q4
$19K Hold
2021
Q3
$16K Buy
2021
Q2
$15K Hold
2021
Q1
$15K Hold
2020
Q4
$15K Buy