Corient Private Wealth’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 | $1.1M | Buy |
7,094
+3,696
| +109% | +$574K | ﹤0.01% | 1379 |
|
2025
Q1 | $534K | Sell |
3,398
-1,654
| -33% | -$260K | ﹤0.01% | 1563 |
|
2024
Q4 | $838K | Buy |
5,052
+1,973
| +64% | +$327K | ﹤0.01% | 1382 |
|
2024
Q3 | $589K | Sell |
3,079
-111
| -3% | -$21.2K | ﹤0.01% | 1622 |
|
2024
Q2 | $538K | Sell |
3,190
-47
| -1% | -$7.92K | ﹤0.01% | 1595 |
|
2024
Q1 | $664K | Sell |
3,237
-52
| -2% | -$10.7K | ﹤0.01% | 1487 |
|
2023
Q4 | $651K | Buy |
3,289
+182
| +6% | +$36K | ﹤0.01% | 1472 |
|
2023
Q3 | $465K | Buy |
3,107
+972
| +46% | +$146K | ﹤0.01% | 1528 |
|
2023
Q2 | $296K | Buy |
2,135
+187
| +10% | +$25.9K | ﹤0.01% | 1697 |
|
2023
Q1 | $214K | Buy |
+1,948
| New | +$214K | ﹤0.01% | 1761 |
|