Montag & Associates’s Simpson Manufacturing SSD Stock Holding History

Montag & Associates’s Portfolio SSD Stock Details SSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.2K	Hold
2025 Q2	$1.13K	Buy
2025 Q1	$986	Hold
2024 Q4	$1.04K	Buy
2014 Q4	–	Sell
2014 Q3	$525K	Sell
2014 Q2	$1.5M	Buy
2014 Q1	$923K	Buy
2013 Q4	$823K	Buy