Montag & Associates’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 | $1.13K | Buy |
7
+1
| +17% | +$162 | ﹤0.01% | 900 |
|
|
2025
Q1 | $986 | Hold |
6
| – | – | ﹤0.01% | 954 |
|
|
2024
Q4 | $1.04K | Buy |
+6
| New | +$1.04K | ﹤0.01% | 948 |
|
|
2014
Q4 | – | Sell |
-18,000
| Closed | -$525K | – | 252 |
|
|
2014
Q3 | $525K | Sell |
18,000
-23,327
| -56% | -$680K | 0.09% | 166 |
|
|
2014
Q2 | $1.5M | Buy |
41,327
+15,200
| +58% | +$553K | 0.25% | 114 |
|
|
2014
Q1 | $923K | Buy |
26,127
+3,725
| +17% | +$132K | 0.16% | 135 |
|
|
2013
Q4 | $823K | Buy |
+22,402
| New | +$823K | 0.14% | 137 |
|