A detailed history of Congress Wealth Management LLC transactions in Summit Materials, Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 196,355 shares of SUM stock, worth $10 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
196,355
Previous 194,823 0.79%
Holding current value
$10 Million
Previous $7.13 Million 7.42%
% of portfolio
0.11%
Previous 0.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$35.61 - $41.78 $54,554 - $64,006
1,532 Added 0.79%
196,355 $7.66 Million
Q2 2024

Aug 13, 2024

BUY
$35.3 - $43.11 $154,825 - $189,080
4,386 Added 2.3%
194,823 $7.13 Million
Q1 2024

Apr 18, 2024

SELL
$34.8 - $44.57 $251,777 - $322,463
-7,235 Reduced 3.66%
190,437 $8.49 Million
Q4 2023

Feb 09, 2024

SELL
$31.11 - $39.16 $76,903 - $96,803
-2,472 Reduced 1.24%
197,672 $7.6 Million
Q3 2023

Oct 30, 2023

SELL
$30.06 - $39.52 $99,288 - $130,534
-3,303 Reduced 1.62%
200,144 $6.23 Million
Q2 2023

Jul 13, 2023

SELL
$25.82 - $37.85 $69,481 - $101,854
-2,691 Reduced 1.31%
203,447 $7.7 Million
Q1 2023

Apr 14, 2023

SELL
$26.61 - $34.25 $271,661 - $349,658
-10,209 Reduced 4.72%
206,138 $5.87 Million
Q4 2022

Feb 02, 2023

BUY
$23.66 - $31.81 $617,999 - $830,877
26,120 Added 13.73%
216,347 $6.14 Million
Q3 2022

Nov 08, 2022

SELL
$23.06 - $31.94 $1.41 Million - $1.96 Million
-61,239 Reduced 24.35%
190,227 $4.56 Million
Q2 2022

Aug 11, 2022

SELL
$22.61 - $30.81 $429,680 - $585,513
-19,004 Reduced 7.03%
251,466 $5.86 Million
Q1 2022

May 16, 2022

SELL
$26.75 - $40.43 $111,734 - $168,876
-4,177 Reduced 1.52%
270,470 $8.4 Million
Q4 2021

Feb 04, 2022

BUY
$31.24 - $41.21 $8.58 Million - $11.3 Million
274,647 New
274,647 $11 Million

Others Institutions Holding SUM

About Summit Materials, Inc.


  • Ticker SUM
  • Exchange NYSE
  • Sector Basic Materials
  • Industry Building Materials
  • Shares Outstandng 118,300,000
  • Market Cap $6.04B
  • Description
  • Summit Materials, Inc., through its subsidiaries, produces and sells construction materials and related downstream products for the public infrastructure, and residential and nonresidential end markets. It operates through three segments: West, East, and Cement. The company's products include aggregates, cement, ready-mix concrete, asphalt pavin...
More about SUM
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