Carolinas Wealth Consulting’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-59
| Closed | -$2.97K | – | 1106 |
|
|
2024
Q4 | $2.97K | Buy |
59
+22
| +59% | +$1.11K | ﹤0.01% | 740 |
|
|
2024
Q3 | $1.42K | Buy |
37
+5
| +16% | +$192 | ﹤0.01% | 871 |
|
|
2024
Q2 | $1.15K | Buy |
+32
| New | +$1.15K | ﹤0.01% | 888 |
|
|
2023
Q1 | – | Sell |
-22
| Closed | -$625 | – | 1130 |
|
|
2022
Q4 | $625 | Buy |
+22
| New | +$625 | ﹤0.01% | 969 |
|
|
2020
Q4 | – | Sell |
-81
| Closed | -$1K | – | 1048 |
|
|
2020
Q3 | $1K | Buy |
+81
| New | +$1K | ﹤0.01% | 904 |
|