AWM
Avior Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Sell |
5,644
-9
| -0.2% | -$1.09K | 0.02% | 365 |
|
|
2025
Q1 | $687K | Buy |
5,653
+40
| +0.7% | +$4.86K | 0.03% | 338 |
|
|
2024
Q4 | $740K | Sell |
5,613
-429
| -7% | -$56.5K | 0.03% | 351 |
|
|
2024
Q3 | $912K | Buy |
6,042
+4
| +0.1% | +$604 | 0.04% | 306 |
|
|
2024
Q2 | $733K | Sell |
6,038
-236
| -4% | -$28.7K | 0.03% | 338 |
|
|
2024
Q1 | $1.1M | Buy |
6,274
+280
| +5% | +$48.9K | 0.05% | 265 |
|
|
2023
Q4 | $974K | Hold |
5,994
| – | – | 0.06% | 215 |
|
|
2023
Q3 | $980K | Hold |
5,994
| – | – | 0.07% | 197 |
|
|
2023
Q2 | $1M | Sell |
5,994
-672
| -10% | -$112K | 0.07% | 201 |
|
|
2023
Q1 | $912K | Hold |
6,666
| – | – | 0.06% | 215 |
|
|
2022
Q4 | $782K | Hold |
6,666
| – | – | 0.06% | 219 |
|
|
2022
Q3 | $694K | Buy |
6,666
+749
| +13% | +$78K | 0.06% | 216 |
|
|
2022
Q2 | $703K | Hold |
5,917
| – | – | 0.07% | 201 |
|
|
2022
Q1 | $956K | Sell |
5,917
-1,126
| -16% | -$182K | 0.08% | 170 |
|
|
2021
Q4 | $1.71M | Sell |
7,043
-1,980
| -22% | -$480K | 0.14% | 121 |
|
|
2021
Q3 | $1.8M | Hold |
9,023
| – | – | 0.15% | 117 |
|
|
2021
Q2 | $1.53M | Sell |
9,023
-1,659
| -16% | -$281K | 0.15% | 128 |
|
|
2021
Q1 | $1.82M | Sell |
10,682
-2,350
| -18% | -$401K | 0.19% | 113 |
|
|
2020
Q4 | $2.07M | Hold |
13,032
| – | – | 0.25% | 92 |
|
|
2020
Q3 | $1.59M | Buy |
13,032
+1,187
| +10% | +$145K | 0.23% | 99 |
|
|
2020
Q2 | $1.35M | Sell |
11,845
-3,390
| -22% | -$386K | 0.21% | 113 |
|
|
2020
Q1 | $1.12M | Hold |
15,235
| – | – | 0.22% | 112 |
|
|
2019
Q4 | $1.38M | Hold |
15,235
| – | – | 0.22% | 108 |
|
|
2019
Q3 | $1.13M | Hold |
15,235
| – | – | 0.2% | 114 |
|
|
2019
Q2 | $1.06M | Hold |
15,235
| – | – | 0.19% | 118 |
|
|
2019
Q1 | $870K | Buy |
15,235
+5,951
| +64% | +$340K | 0.18% | 121 |
|
|
2018
Q4 | $513K | Buy |
9,284
+716
| +8% | +$39.6K | 0.12% | 165 |
|
|
2018
Q3 | $646K | Hold |
8,568
| – | – | 0.14% | 143 |
|
|
2018
Q2 | $719K | Sell |
8,568
-1,559
| -15% | -$131K | 0.16% | 128 |
|
|
2018
Q1 | $780K | Hold |
10,127
| – | – | 0.18% | 122 |
|
|
2017
Q4 | $777K | Buy |
+10,127
| New | +$777K | 0.17% | 121 |
|