Santa Monica Partners’s Simulations Plus SLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-28,596
Closed -$798K 16
2024
Q4
$798K Hold
28,596
0.43% 13
2024
Q3
$916K Hold
28,596
0.54% 14
2024
Q2
$1.39M Hold
28,596
0.93% 11
2024
Q1
$1.18M Hold
28,596
0.81% 13
2023
Q4
$1.28M Hold
28,596
0.95% 12
2023
Q3
$1.19M Hold
28,596
0.92% 14
2023
Q2
$1.24M Hold
28,596
1% 14
2023
Q1
$1.26M Hold
28,596
1.02% 12
2022
Q4
$1.05M Hold
28,596
0.76% 13
2022
Q3
$1.39M Hold
28,596
1.04% 12
2022
Q2
$1.41M Hold
28,596
1.06% 10
2022
Q1
$1.46M Hold
28,596
1.02% 11
2021
Q4
$1.35M Sell
28,596
-100
-0.3% -$4.73K 0.86% 12
2021
Q3
$1.13M Hold
28,696
0.73% 12
2021
Q2
$1.58M Hold
28,696
0.98% 10
2021
Q1
$1.82M Hold
28,696
1.17% 7
2020
Q4
$2.06M Hold
28,696
1.53% 7
2020
Q3
$2.16M Hold
28,696
1.94% 7
2020
Q2
$1.72M Hold
28,696
1.19% 7
2020
Q1
$1M Hold
28,696
1.04% 9
2019
Q4
$834K Hold
28,696
0.7% 11
2019
Q3
$996K Hold
28,696
0.86% 11
2019
Q2
$820K Hold
28,696
0.69% 14
2019
Q1
$606K Hold
28,696
0.55% 14
2018
Q4
$571K Hold
28,696
0.62% 14
2018
Q3
$580K Hold
28,696
0.47% 16
2018
Q2
$638K Hold
28,696
0.6% 15
2018
Q1
$423K Sell
28,696
-4,367
-13% -$64.4K 0.46% 18
2017
Q4
$532K Buy
+33,063
New +$532K 0.48% 19