DWM
SUM

Diversify Wealth Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Diversify Wealth Management’s Portfolio SUM Stock Details SUM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,972
Closed -$779K – 559
2024
Q4 		$779K Buy
14,972
+4,808
+47% +$250K 0.06% 258
2024
Q3 		$413K Buy
10,164
+1,260
+14% +$51.2K 0.04% 347
2024
Q2 		$328K Buy
+8,904
New +$328K 0.04% 344