Creative Planning’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 | $1.72M | Sell |
11,056
-285
| -3% | -$44.3K | ﹤0.01% | 1440 |
|
|
2025
Q1 | $1.78M | Sell |
11,341
-1,875
| -14% | -$295K | ﹤0.01% | 1256 |
|
|
2024
Q4 | $2.19M | Buy |
13,216
+577
| +5% | +$95.7K | ﹤0.01% | 1075 |
|
|
2024
Q3 | $2.42M | Sell |
12,639
-862
| -6% | -$165K | ﹤0.01% | 965 |
|
|
2024
Q2 | $2.28M | Buy |
13,501
+294
| +2% | +$49.5K | ﹤0.01% | 933 |
|
|
2024
Q1 | $2.71M | Buy |
13,207
+3,045
| +30% | +$625K | ﹤0.01% | 845 |
|
|
2023
Q4 | $2.01M | Buy |
10,162
+1,869
| +23% | +$370K | ﹤0.01% | 913 |
|
|
2023
Q3 | $1.24M | Buy |
8,293
+3,218
| +63% | +$482K | ﹤0.01% | 1060 |
|
|
2023
Q2 | $703K | Buy |
5,075
+3,161
| +165% | +$438K | ﹤0.01% | 1328 |
|
|
2023
Q1 | $210K | Buy |
+1,914
| New | +$210K | ﹤0.01% | 2090 |
|