Congress Wealth Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $7.66M | Buy |
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|
2024
Q2 | $7.13M | Buy |
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|
2024
Q1 | $8.49M | Sell |
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|
2023
Q4 | $7.6M | Sell |
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|
2023
Q3 | $6.23M | Sell |
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|
2023
Q2 | $7.7M | Sell |
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|
2023
Q1 | $5.87M | Sell |
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|
2022
Q4 | $6.14M | Buy |
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|
2022
Q3 | $4.56M | Sell |
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|
2022
Q2 | $5.86M | Sell |
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|
2022
Q1 | $8.4M | Sell |
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|
2021
Q4 | $11M | Buy |
|