Quantum Private Wealth’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 | $778K | Hold |
5,012
| – | – | 0.25% | 68 |
|
|
2025
Q1 | $787K | Hold |
5,012
| – | – | 0.3% | 65 |
|
|
2024
Q4 | $831K | Sell |
5,012
-27
| -0.5% | -$4.48K | 0.27% | 67 |
|
|
2024
Q3 | $964K | Hold |
5,039
| – | – | 0.33% | 62 |
|
|
2024
Q2 | $849K | Sell |
5,039
-292
| -5% | -$49.2K | 0.3% | 66 |
|
|
2024
Q1 | $1.09M | Hold |
5,331
| – | – | 0.41% | 54 |
|
|
2023
Q4 | $1.06M | Sell |
5,331
-11
| -0.2% | -$2.18K | 0.44% | 52 |
|
|
2023
Q3 | $800K | Hold |
5,342
| – | – | 0.38% | 58 |
|
|
2023
Q2 | $740K | Hold |
5,342
| – | – | 0.34% | 68 |
|
|
2023
Q1 | $586K | Hold |
5,342
| – | – | 0.32% | 77 |
|
|
2022
Q4 | $474K | Buy |
5,342
+349
| +7% | +$30.9K | 0.3% | 86 |
|
|
2022
Q3 | $391K | Hold |
4,993
| – | – | 0.24% | 105 |
|
|
2022
Q2 | $502K | Hold |
4,993
| – | – | 0.3% | 81 |
|
|
2022
Q1 | $544K | Hold |
4,993
| – | – | 0.23% | 90 |
|
|
2021
Q4 | $694K | Buy |
+4,993
| New | +$694K | 0.26% | 81 |
|