Summit Matls Inc cl a shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Summit Matls Inc cl a (SUM) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Summit Matls Inc cl a
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Quarterly reported holdings in Summit Matls Inc cl a by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.5M | 190k | 44.57 |
| 2023-12-31 | $7.6M | 198k | 38.46 |
| 2023-09-30 | $6.2M | 200k | 31.14 |
| 2023-06-30 | $7.7M | 203k | 37.85 |
| 2023-03-31 | $5.9M | 206k | 28.49 |
| 2022-12-31 | $6.1M | 216k | 28.39 |
| 2022-09-30 | $4.6M | 190k | 23.96 |
| 2022-06-30 | $5.9M | 252k | 23.29 |
| 2022-03-31 | $8.4M | 271k | 31.06 |
| 2021-12-31 | $11M | 275k | 40.14 |
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