Congress Asset Management’s Simpson Manufacturing SSD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $262K | Sell |
1,684
-5
| -0.3% | -$777 | ﹤0.01% | 371 |
|
2025
Q1 | $265K | Sell |
1,689
-1,796
| -52% | -$282K | ﹤0.01% | 354 |
|
2024
Q4 | $578K | Buy |
3,485
+1,450
| +71% | +$240K | ﹤0.01% | 340 |
|
2024
Q3 | $389K | Hold |
2,035
| – | – | ﹤0.01% | 338 |
|
2024
Q2 | $343K | Sell |
2,035
-105
| -5% | -$17.7K | ﹤0.01% | 350 |
|
2024
Q1 | $439K | Buy |
+2,140
| New | +$439K | ﹤0.01% | 328 |
|
2023
Q4 | – | Sell |
-2,715
| Closed | -$407K | – | 388 |
|
2023
Q3 | $407K | Sell |
2,715
-286
| -10% | -$42.8K | ﹤0.01% | 346 |
|
2023
Q2 | $416K | Sell |
3,001
-197,311
| -99% | -$27.3M | ﹤0.01% | 340 |
|
2023
Q1 | $22M | Buy |
200,312
+9,723
| +5% | +$1.07M | 0.2% | 102 |
|
2022
Q4 | $16.9M | Buy |
190,589
+26,653
| +16% | +$2.36M | 0.17% | 115 |
|
2022
Q3 | $12.9M | Buy |
163,936
+36,825
| +29% | +$2.89M | 0.14% | 124 |
|
2022
Q2 | $12.8M | Buy |
127,111
+4,181
| +3% | +$421K | 0.12% | 131 |
|
2022
Q1 | $13.4M | Buy |
122,930
+18,522
| +18% | +$2.02M | 0.11% | 138 |
|
2021
Q4 | $14.5M | Buy |
104,408
+13,220
| +14% | +$1.84M | 0.11% | 120 |
|
2021
Q3 | $9.75M | Buy |
91,188
+11,617
| +15% | +$1.24M | 0.08% | 165 |
|
2021
Q2 | $8.79M | Buy |
79,571
+8,614
| +12% | +$951K | 0.07% | 170 |
|
2021
Q1 | $7.36M | Buy |
70,957
+8,336
| +13% | +$865K | 0.07% | 168 |
|
2020
Q4 | $5.85M | Buy |
62,621
+3,365
| +6% | +$314K | 0.06% | 177 |
|
2020
Q3 | $5.76M | Buy |
59,256
+960
| +2% | +$93.3K | 0.06% | 154 |
|
2020
Q2 | $4.92M | Buy |
58,296
+1,906
| +3% | +$161K | 0.06% | 162 |
|
2020
Q1 | $3.5M | Buy |
+56,390
| New | +$3.5M | 0.05% | 170 |
|