Congress Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$240K Sell
2024
Q3
$330K Buy
2023
Q2
Sell
2023
Q1
$4.18M Buy
2022
Q4
$3.01M Sell
2022
Q3
$2.85M Buy
2022
Q2
$3.61M Sell
2022
Q1
$4.01M Buy
2021
Q4
$4.87M Buy