Congress Wealth 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
Q1 | – | Sell |
-1,450
| Closed | -$240K | – | 1119 |
|
|
2024
Q4 | $240K | Sell |
1,450
-275
| -16% | -$45.6K | ﹤0.01% | 814 |
|
|
2024
Q3 | $330K | Buy |
+1,725
| New | +$330K | ﹤0.01% | 711 |
|
|
2023
Q2 | – | Sell |
-38,127
| Closed | -$4.18M | – | 574 |
|
|
2023
Q1 | $4.18M | Buy |
38,127
+4,215
| +12% | +$462K | 0.1% | 202 |
|
|
2022
Q4 | $3.01M | Sell |
33,912
-2,486
| -7% | -$220K | 0.08% | 222 |
|
|
2022
Q3 | $2.85M | Buy |
36,398
+533
| +1% | +$41.8K | 0.08% | 237 |
|
|
2022
Q2 | $3.61M | Sell |
35,865
-925
| -3% | -$93.1K | 0.09% | 218 |
|
|
2022
Q1 | $4.01M | Buy |
36,790
+1,765
| +5% | +$192K | 0.09% | 231 |
|
|
2021
Q4 | $4.87M | Buy |
+35,025
| New | +$4.87M | 0.1% | 226 |
|