OneDigital Investment Advisors’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 | $1.58M | Buy |
10,201
+61
| +0.6% | +$9.47K | 0.02% | 496 |
|
|
2025
Q1 | $1.59M | Buy |
10,140
+256
| +3% | +$40.2K | 0.02% | 461 |
|
|
2024
Q4 | $1.64M | Buy |
9,884
+1,195
| +14% | +$198K | 0.02% | 477 |
|
|
2024
Q3 | $1.66M | Buy |
8,689
+414
| +5% | +$79.2K | 0.02% | 494 |
|
|
2024
Q2 | $1.39M | Buy |
8,275
+1,008
| +14% | +$170K | 0.02% | 517 |
|
|
2024
Q1 | $1.49M | Buy |
7,267
+58
| +0.8% | +$11.9K | 0.02% | 400 |
|
|
2023
Q4 | $1.43M | Sell |
7,209
-288
| -4% | -$57K | 0.03% | 380 |
|
|
2023
Q3 | $1.12M | Sell |
7,497
-3
| -0% | -$449 | 0.02% | 392 |
|
|
2023
Q2 | $1.04M | Buy |
7,500
+114
| +2% | +$15.8K | 0.02% | 403 |
|
|
2023
Q1 | $810K | Buy |
+7,386
| New | +$810K | 0.02% | 448 |
|