Summit Wealth & Retirement Planning’s Simpson Manufacturing SSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $646K | Hold |
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|
2025
Q2 | $599K | Hold |
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|
2025
Q1 | $606K | Hold |
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|
2024
Q4 | $640K | Hold |
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|
2024
Q3 | $738K | Hold |
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|
2024
Q2 | $650K | Sell |
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|
2024
Q1 | $809K | Buy |
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|
2023
Q4 | $339K | Hold |
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|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $237K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $246K | Hold |
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|
2020
Q3 | $256K | Hold |
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|
2020
Q2 | $222K | Buy |
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