DBRC
D.B. Root & Company’s Simpson Manufacturing SSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
7,505
-145
| -2% | -$22.5K | 0.34% | 52 |
|
|
2025
Q1 | $1.2M | Sell |
7,650
-254
| -3% | -$39.9K | 0.39% | 44 |
|
|
2024
Q4 | $1.31M | Buy |
7,904
+1,032
| +15% | +$171K | 0.42% | 44 |
|
|
2024
Q3 | $1.31M | Buy |
6,872
+171
| +3% | +$32.7K | 0.43% | 44 |
|
|
2024
Q2 | $1.13M | Buy |
6,701
+764
| +13% | +$129K | 0.39% | 48 |
|
|
2024
Q1 | $1.22M | Sell |
5,937
-330
| -5% | -$67.7K | 0.41% | 59 |
|
|
2023
Q4 | $1.24M | Sell |
6,267
-1,090
| -15% | -$216K | 0.45% | 58 |
|
|
2023
Q3 | $1.1M | Sell |
7,357
-1,380
| -16% | -$207K | 0.43% | 65 |
|
|
2023
Q2 | $1.21M | Hold |
8,737
| – | – | 0.46% | 61 |
|
|
2023
Q1 | $958K | Buy |
8,737
+150
| +2% | +$16.4K | 0.38% | 73 |
|
|
2022
Q4 | $761K | Hold |
8,587
| – | – | 0.32% | 84 |
|
|
2022
Q3 | $673K | Sell |
8,587
-162
| -2% | -$12.7K | 0.31% | 84 |
|
|
2022
Q2 | $880K | Sell |
8,749
-20
| -0.2% | -$2.01K | 0.38% | 71 |
|
|
2022
Q1 | $956K | Buy |
8,769
+144
| +2% | +$15.7K | 0.36% | 69 |
|
|
2021
Q4 | $1.2M | Buy |
8,625
+165
| +2% | +$22.9K | 0.43% | 53 |
|
|
2021
Q3 | $904K | Buy |
8,460
+302
| +4% | +$32.3K | 0.35% | 72 |
|
|
2021
Q2 | $900K | Buy |
8,158
+600
| +8% | +$66.2K | 0.34% | 83 |
|
|
2021
Q1 | $783K | Buy |
7,558
+300
| +4% | +$31.1K | 0.31% | 89 |
|
|
2020
Q4 | $678K | Buy |
7,258
+621
| +9% | +$58K | 0.27% | 92 |
|
|
2020
Q3 | $644K | Sell |
6,637
-150
| -2% | -$14.6K | 0.26% | 104 |
|
|
2020
Q2 | $572K | Buy |
6,787
+450
| +7% | +$37.9K | 0.25% | 110 |
|
|
2020
Q1 | $392K | Buy |
6,337
+126
| +2% | +$7.79K | 0.2% | 122 |
|
|
2019
Q4 | $498K | Sell |
6,211
-1,863
| -23% | -$149K | 0.22% | 126 |
|
|
2019
Q3 | $560K | Buy |
8,074
+1,200
| +17% | +$83.2K | 0.26% | 113 |
|
|
2019
Q2 | $456K | Buy |
6,874
+200
| +3% | +$13.3K | 0.2% | 124 |
|
|
2019
Q1 | $396K | Buy |
6,674
+1,966
| +42% | +$117K | 0.17% | 142 |
|
|
2018
Q4 | $255K | Buy |
4,708
+1,183
| +34% | +$64.1K | 0.13% | 165 |
|
|
2018
Q3 | $255K | Hold |
3,525
| – | – | 0.11% | 180 |
|
|
2018
Q2 | $219K | Buy |
+3,525
| New | +$219K | 0.1% | 193 |
|