Geneos 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
Q2 | $20.2K | Sell |
130
-160
| -55% | -$24.8K | ﹤0.01% | 2027 |
|
|
2025
Q1 | $45.6K | Buy |
290
+160
| +123% | +$25.1K | ﹤0.01% | 1970 |
|
|
2024
Q4 | $21.6K | Hold |
130
| – | – | ﹤0.01% | 1695 |
|
|
2024
Q3 | $24.9K | Buy |
130
+30
| +30% | +$5.74K | ﹤0.01% | 1479 |
|
|
2024
Q2 | $16.9K | Hold |
100
| – | – | ﹤0.01% | 1394 |
|
|
2024
Q1 | $20.5K | Hold |
100
| – | – | ﹤0.01% | 1353 |
|
|
2023
Q4 | $19.8K | Hold |
100
| – | – | ﹤0.01% | 1353 |
|
|
2023
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 1459 |
|
|
2023
Q2 | $13.9K | Hold |
100
| – | – | ﹤0.01% | 1487 |
|
|
2023
Q1 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 1524 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$7K | – | 2090 |
|
|
2022
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 1620 |
|
|
2022
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 1958 |
|
|
2022
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 2105 |
|
|
2021
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 2079 |
|
|
2021
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 2236 |
|
|
2021
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 2178 |
|
|
2021
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 2356 |
|
|
2020
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 2231 |
|
|
2020
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 1998 |
|
|
2020
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 2003 |
|
|
2020
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 2052 |
|
|
2019
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 2065 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 2073 |
|
|
2019
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 2086 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 2057 |
|
|
2018
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 2002 |
|
|
2018
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 1986 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 1885 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1866 |
|
|
2017
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1833 |
|
|
2017
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1841 |
|
|
2017
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 1811 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 1758 |
|
|
2016
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 1707 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1648 |
|
|
2016
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1632 |
|
|
2016
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1621 |
|