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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
2024
Q4 		$779K Buy
2024
Q3 		$413K Buy
2024
Q2 		$328K Buy