Linscomb Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $4.57M | Sell |
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|
2020
Q2 | $4.85M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $11.3M | Hold |
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|
2019
Q2 | $9.76M | Hold |
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|
2019
Q1 | $8.05M | Hold |
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|
2018
Q4 | $6.29M | Hold |
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|
2018
Q3 | $9.22M | Hold |
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|
2018
Q2 | $13.3M | Sell |
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|
2018
Q1 | $15.4M | Hold |
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|
2017
Q4 | $16M | Sell |
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|
2017
Q3 | $16.1M | Hold |
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|
2017
Q2 | $14.5M | Sell |
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|
2017
Q1 | $30.9M | Sell |
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|
2016
Q4 | $30.1M | Sell |
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|
2016
Q3 | $27.3M | Sell |
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|
2016
Q2 | $32.1M | Buy |
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|
2016
Q1 | $2.96M | Hold |
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|
2015
Q4 | $3.05M | Buy |
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