Summit Wealth & Retirement Planning’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 | $599K | Hold |
3,857
| – | – | 0.16% | 47 |
|
|
2025
Q1 | $606K | Hold |
3,857
| – | – | 0.19% | 38 |
|
|
2024
Q4 | $640K | Hold |
3,857
| – | – | 0.2% | 34 |
|
|
2024
Q3 | $738K | Hold |
3,857
| – | – | 0.24% | 31 |
|
|
2024
Q2 | $650K | Sell |
3,857
-88
| -2% | -$14.8K | 0.22% | 29 |
|
|
2024
Q1 | $809K | Buy |
3,945
+2,235
| +131% | +$459K | 0.29% | 27 |
|
|
2023
Q4 | $339K | Hold |
1,710
| – | – | 0.14% | 46 |
|
|
2023
Q3 | $256K | Hold |
1,710
| – | – | 0.1% | 53 |
|
|
2023
Q2 | $237K | Buy |
+1,710
| New | +$237K | 0.09% | 55 |
|
|
2021
Q1 | – | Sell |
-2,635
| Closed | -$246K | – | 119 |
|
|
2020
Q4 | $246K | Hold |
2,635
| – | – | 0.09% | 103 |
|
|
2020
Q3 | $256K | Hold |
2,635
| – | – | 0.11% | 94 |
|
|
2020
Q2 | $222K | Buy |
+2,635
| New | +$222K | 0.1% | 105 |
|