PWA
SUM

Principia Wealth Advisory’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Principia Wealth Advisory’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
Closed -$253 – 919
2024
Q4 		$253 Buy
+5
New +$253 ﹤0.01% 695