Robertson Stephens Wealth Management’s Simpson Manufacturing SSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,743
| Closed | -$274K | – | 581 |
|
|
2025
Q1 | $274K | Sell |
1,743
-826
| -32% | -$130K | 0.01% | 464 |
|
|
2024
Q4 | $426K | Buy |
2,569
+261
| +11% | +$43.3K | 0.02% | 390 |
|
|
2024
Q3 | $441K | Hold |
2,308
| – | – | 0.02% | 441 |
|
|
2024
Q2 | $389K | Hold |
2,308
| – | – | 0.02% | 362 |
|
|
2024
Q1 | $474K | Buy |
2,308
+1,246
| +117% | +$256K | 0.03% | 347 |
|
|
2023
Q4 | $210K | Buy |
+1,062
| New | +$210K | 0.01% | 428 |
|