Axxcess Wealth Management’s Simpson Manufacturing SSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
1,838
| – | – | 0.01% | 728 |
|
|
2025
Q1 | $289K | Hold |
1,838
| – | – | 0.01% | 695 |
|
|
2024
Q4 | $305K | Hold |
1,838
| – | – | 0.01% | 672 |
|
|
2024
Q3 | $352K | Sell |
1,838
-382
| -17% | -$73.1K | 0.01% | 641 |
|
|
2024
Q2 | $374K | Hold |
2,220
| – | – | 0.01% | 587 |
|
|
2024
Q1 | $456K | Hold |
2,220
| – | – | 0.01% | 557 |
|
|
2023
Q4 | $440K | Sell |
2,220
-80
| -3% | -$15.8K | 0.01% | 547 |
|
|
2023
Q3 | $345K | Hold |
2,300
| – | – | 0.01% | 565 |
|
|
2023
Q2 | $319K | Hold |
2,300
| – | – | 0.02% | 437 |
|
|
2023
Q1 | $252K | Hold |
2,300
| – | – | 0.02% | 527 |
|
|
2022
Q4 | $204K | Buy |
+2,300
| New | +$204K | 0.02% | 560 |
|
|
2022
Q3 | – | Sell |
-2,300
| Closed | -$231K | – | 605 |
|
|
2022
Q2 | $231K | Hold |
2,300
| – | – | 0.02% | 459 |
|
|
2022
Q1 | $251K | Hold |
2,300
| – | – | 0.02% | 519 |
|
|
2021
Q4 | $320K | Buy |
+2,300
| New | +$320K | 0.02% | 455 |
|