EWA
EP Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
12,158
-53
| -0.4% | -$8.23K | 0.01% | 427 |
|
|
2025
Q1 | $1.92M | Sell |
12,211
-101
| -0.8% | -$15.9K | 0.02% | 375 |
|
|
2024
Q4 | $2.04M | Sell |
12,312
-127,516
| -91% | -$21.1M | 0.02% | 356 |
|
|
2024
Q3 | $26.7M | Buy |
139,828
+127,345
| +1,020% | +$24.4M | 0.23% | 86 |
|
|
2024
Q2 | $2.1M | Buy |
12,483
+5
| +0% | +$843 | 0.02% | 270 |
|
|
2024
Q1 | $2.56M | Buy |
12,478
+39
| +0.3% | +$8K | 0.03% | 233 |
|
|
2023
Q4 | $2.46M | Buy |
+12,439
| New | +$2.46M | 0.03% | 234 |
|
|
2023
Q3 | – | Sell |
-6,586
| Closed | -$1.72M | – | 776 |
|
|
2023
Q2 | $1.72M | Sell |
6,586
-216,619
| -97% | -$56.6M | 0.02% | 263 |
|
|
2023
Q1 | $33.7M | Buy |
223,205
+210,578
| +1,668% | +$31.8M | 0.58% | 41 |
|
|
2022
Q4 | $1.12M | Hold |
12,627
| – | – | 0.02% | 267 |
|
|
2022
Q3 | $990K | Sell |
12,627
-279
| -2% | -$21.9K | 0.02% | 236 |
|
|
2022
Q2 | $1.3M | Hold |
12,906
| – | – | 0.03% | 230 |
|
|
2022
Q1 | $1.41M | Buy |
+12,906
| New | +$1.41M | 0.03% | 229 |
|
|
2021
Q4 | – | Sell |
-12,900
| Closed | -$1.38M | – | 566 |
|
|
2021
Q3 | $1.38M | Hold |
12,900
| – | – | 0.04% | 204 |
|
|
2021
Q2 | $1.43M | Sell |
12,900
-500
| -4% | -$55.2K | 0.04% | 210 |
|
|
2021
Q1 | $1.39M | Sell |
13,400
-1,000
| -7% | -$104K | 0.04% | 200 |
|
|
2020
Q4 | $1.35M | Hold |
14,400
| – | – | 0.05% | 160 |
|
|
2020
Q3 | $1.4M | Buy |
+14,400
| New | +$1.4M | 0.06% | 141 |
|
|
2020
Q2 | – | Sell |
-15,335
| Closed | -$950K | – | 154 |
|
|
2020
Q1 | $950K | Hold |
15,335
| – | – | 0.05% | 172 |
|
|
2019
Q4 | $1.23M | Sell |
15,335
-251,439
| -94% | -$20.2M | 0.05% | 165 |
|
|
2019
Q3 | $18.5M | Sell |
266,774
-16,040
| -6% | -$1.11M | 0.92% | 26 |
|
|
2019
Q2 | $18.8M | Sell |
282,814
-242
| -0.1% | -$16.1K | 1.17% | 19 |
|
|
2019
Q1 | $16.8M | Sell |
283,056
-2,550
| -0.9% | -$151K | 1.61% | 23 |
|
|
2018
Q4 | $15.5M | Sell |
285,606
-8,182
| -3% | -$443K | 1.19% | 19 |
|
|
2018
Q3 | $21.3M | Sell |
293,788
-10,195
| -3% | -$739K | 1.66% | 9 |
|
|
2018
Q2 | $18.9M | Sell |
303,983
-8,175
| -3% | -$508K | 1.78% | 8 |
|
|
2018
Q1 | $18M | Sell |
312,158
-8,500
| -3% | -$490K | 1.74% | 9 |
|
|
2017
Q4 | $18.4M | Sell |
320,658
-15,761
| -5% | -$905K | 1.94% | 9 |
|
|
2017
Q3 | $16.5M | Sell |
336,419
-1,328
| -0.4% | -$65.1K | 1.91% | 10 |
|
|
2017
Q2 | $14.8M | Sell |
337,747
-767
| -0.2% | -$33.5K | 1.81% | 11 |
|
|
2017
Q1 | $14.6M | Hold |
338,514
| – | – | 2.01% | 9 |
|
|
2016
Q4 | $14.8M | Sell |
338,514
-8,795
| -3% | -$385K | 2.16% | 9 |
|
|
2016
Q3 | $15.3M | Sell |
347,309
-25,211
| -7% | -$1.11M | 2.39% | 6 |
|
|
2016
Q2 | $14.9M | Buy |
372,520
+15,051
| +4% | +$602K | 2.37% | 5 |
|
|
2016
Q1 | $13.6M | Buy |
+357,469
| New | +$13.6M | 2.09% | 7 |
|