Carson Wealth (CWM LLC)’s SiteOne Landscape Supply SITE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Buy |
7,595
+6,580
| +648% | +$796K | ﹤0.01% | 1278 |
|
|
2025
Q1 | $123K | Sell |
1,015
-646
| -39% | -$78.3K | ﹤0.01% | 2252 |
|
|
2024
Q4 | $219K | Buy |
1,661
+364
| +28% | +$48K | ﹤0.01% | 1769 |
|
|
2024
Q3 | $196K | Sell |
1,297
-277
| -18% | -$41.9K | ﹤0.01% | 1763 |
|
|
2024
Q2 | $191K | Sell |
1,574
-8
| -0.5% | -$971 | ﹤0.01% | 1610 |
|
|
2024
Q1 | $276K | Buy |
1,582
+2
| +0.1% | +$349 | ﹤0.01% | 1371 |
|
|
2023
Q4 | $257K | Buy |
1,580
+56
| +4% | +$9.11K | ﹤0.01% | 1304 |
|
|
2023
Q3 | $249K | Sell |
1,524
-53
| -3% | -$8.66K | ﹤0.01% | 1223 |
|
|
2023
Q2 | $264K | Buy |
1,577
+4
| +0.3% | +$670 | ﹤0.01% | 1157 |
|
|
2023
Q1 | $215K | Buy |
1,573
+2
| +0.1% | +$273 | ﹤0.01% | 1171 |
|
|
2022
Q4 | $184K | Sell |
1,571
-24,060
| -94% | -$2.82M | ﹤0.01% | 1128 |
|
|
2022
Q3 | $2.67M | Sell |
25,631
-405
| -2% | -$42.2K | 0.02% | 379 |
|
|
2022
Q2 | $3.1M | Sell |
26,036
-3,602
| -12% | -$428K | 0.02% | 351 |
|
|
2022
Q1 | $4.79M | Sell |
29,638
-19,599
| -40% | -$3.17M | 0.03% | 302 |
|
|
2021
Q4 | $11.9M | Buy |
+49,237
| New | +$11.9M | 0.08% | 197 |
|
|
2021
Q2 | $8.64M | Hold |
51,047
| – | – | 0.07% | 211 |
|
|
2021
Q1 | $8.64M | Hold |
51,047
| – | – | 0.07% | 211 |
|
|
2020
Q4 | $8.64M | Hold |
51,047
| – | – | 0.07% | 211 |
|
|
2020
Q3 | $8.64M | Hold |
51,047
| – | – | 0.07% | 211 |
|
|
2020
Q2 | $8.64M | Hold |
51,047
| – | – | 0.07% | 211 |
|
|
2020
Q1 | $8.64M | Hold |
51,047
| – | – | 0.07% | 211 |
|
|
2019
Q4 | $8.64M | Hold |
51,047
| – | – | 0.07% | 211 |
|
|
2019
Q3 | $8.64M | Hold |
51,047
| – | – | 0.07% | 211 |
|
|
2019
Q2 | $8.64M | Hold |
51,047
| – | – | 0.07% | 211 |
|
|
2019
Q1 | $8.64M | Buy |
+51,047
| New | +$8.64M | 0.07% | 211 |
|