Williamson Legacy Group’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
$937K Sell
11,317
-327
-3% -$27.1K 0.79% 66
2025
Q1
$973K Buy
+11,644
New +$973K 0.92% 53