PWG
SUM

Portside Wealth Group’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Portside Wealth Group’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,848
Closed -$296K – 448
2024
Q4 		$296K Buy
5,848
+607
+12% +$30.7K 0.05% 331
2024
Q3 		$205K Buy
+5,241
New +$205K 0.03% 371
2024
Q2 		– Sell
-4,588
Closed -$204K – 396
2024
Q1 		$204K Buy
+4,588
New +$204K 0.04% 354