Balboa Wealth Partners’s Simpson Manufacturing SSD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$381K	Sell	2,218 -9	-0.4%	-$1.66K	0.06%	249
2025 Q4	$360K	Sell	2,227 -136	-6%	-$23K	0.06%	244
2025 Q3	$396K	Sell	2,363 -128	-5%	-$22.9K	0.07%	220
2025 Q2	$387K	Sell	2,491 -221	-8%	-$34.2K	0.08%	198
2025 Q1	$426K	Hold	2,712	–	–	0.1%	145
2024 Q4	$450K	Hold	2,712	–	–	0.1%	153
2024 Q3	$519K	Sell	2,712 -396	-13%	-$71.1K	0.13%	139
2024 Q2	$524K	Hold	3,108	–	–	0.14%	131
2024 Q1	$638K	Sell	3,108 -14	-0.4%	-$2.71K	0.2%	102
2023 Q4	$618K	Sell	3,122 -95	-3%	-$15.1K	0.21%	95
2023 Q3	$482K	Sell	3,217 -5	-0.2%	-$760	0.18%	105
2023 Q2	$446K	Sell	3,222 -150	-4%	-$18.4K	0.16%	122
2023 Q1	$370K	Buy	3,372 +142	+4%	+$14.9K	0.14%	136
2022 Q4	$286K	Buy	3,230 +56	+2%	+$4.89K	0.13%	162
2022 Q3	$249K	Buy	+3,174	New	+$307K	0.11%	166