DiNuzzo Private Wealth’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 |
-27
| Closed | -$1.37K | – | 1432 |
|
|
2024
Q4 | $1.37K | Hold |
27
| – | – | ﹤0.01% | 739 |
|
|
2024
Q3 | $1.05K | Sell |
27
-1
| -4% | -$39 | ﹤0.01% | 836 |
|
|
2024
Q2 | $1.03K | Buy |
28
+4
| +17% | +$147 | ﹤0.01% | 784 |
|
|
2024
Q1 | $1.07K | Hold |
24
| – | – | ﹤0.01% | 709 |
|
|
2023
Q4 | $924 | Buy |
+24
| New | +$924 | ﹤0.01% | 735 |
|