PWMG
SUM

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

Private Wealth Management 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
-163
Closed -$8.25K – 1613
2024
Q4 		$8.25K Hold
163
– – ﹤0.01% 555
2024
Q3 		$6.36K Hold
163
– – ﹤0.01% 630
2024
Q2 		$5.97K Hold
163
– – ﹤0.01% 636
2024
Q1 		$7.27K Hold
163
– – ﹤0.01% 502
2023
Q4 		$6.27K Buy
+163
New +$6.27K ﹤0.01% 555