Carson Wealth (CWM LLC)’s SiteOne Landscape Supply SITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.39M | Buy |
63,064
+42,026
| +200% | +$5.94M | 0.02% | 614 |
|
|
2025
Q4 | $2.62M | Buy |
21,038
+13,971
| +198% | +$1.77M | 0.01% | 1041 |
|
|
2025
Q3 | $910K | Sell |
7,067
-528
| -7% | -$71.6K | ﹤0.01% | 1467 |
|
|
2025
Q2 | $919K | Buy |
7,595
+6,580
| +648% | +$778K | ﹤0.01% | 1279 |
|
|
2025
Q1 | $123K | Sell |
1,015
-646
| -39% | -$85.7K | ﹤0.01% | 2254 |
|
|
2024
Q4 | $219K | Buy |
1,661
+364
| +28% | +$52.5K | ﹤0.01% | 1771 |
|
|
2024
Q3 | $196K | Sell |
1,297
-277
| -18% | -$38K | ﹤0.01% | 1764 |
|
|
2024
Q2 | $191K | Sell |
1,574
-8
| -0.5% | -$1.21K | ﹤0.01% | 1612 |
|
|
2024
Q1 | $276K | Buy |
1,582
+2
| +0.1% | +$330 | ﹤0.01% | 1372 |
|
|
2023
Q4 | $257K | Buy |
1,580
+56
| +4% | +$8.16K | ﹤0.01% | 1306 |
|
|
2023
Q3 | $249K | Sell |
1,524
-53
| -3% | -$8.66K | ﹤0.01% | 1224 |
|
|
2023
Q2 | $264K | Buy |
1,577
+4
| +0.3% | +$590 | ﹤0.01% | 1159 |
|
|
2023
Q1 | $215K | Buy |
1,573
+2
| +0.1% | +$282 | ﹤0.01% | 1173 |
|
|
2022
Q4 | $184K | Sell |
1,571
-24,060
| -94% | -$2.8M | ﹤0.01% | 1130 |
|
|
2022
Q3 | $2.67M | Sell |
25,631
-405
| -2% | -$50.7K | 0.02% | 380 |
|
|
2022
Q2 | $3.1M | Sell |
26,036
-3,602
| -12% | -$483K | 0.02% | 351 |
|
|
2022
Q1 | $4.79M | Sell |
29,638
-19,599
| -40% | -$3.56M | 0.03% | 302 |
|
|
2021
Q4 | $11.9M | Buy |
+49,237
| New | +$11.4M | 0.08% | 197 |
|
|
2021
Q2 | $8.64M | Hold |
51,047
| – | – | 0.07% | 212 |
|
|
2021
Q1 | $8.64M | Hold |
51,047
| – | – | 0.07% | 212 |
|
|
2020
Q4 | $8.64M | Hold |
51,047
| – | – | 0.07% | 212 |
|
|
2020
Q3 | $8.64M | Hold |
51,047
| – | – | 0.07% | 212 |
|
|
2020
Q2 | $8.64M | Hold |
51,047
| – | – | 0.07% | 212 |
|
|
2020
Q1 | $8.64M | Hold |
51,047
| – | – | 0.07% | 212 |
|
|
2019
Q4 | $8.64M | Hold |
51,047
| – | – | 0.07% | 212 |
|
|
2019
Q3 | $8.64M | Hold |
51,047
| – | – | 0.07% | 212 |
|
|
2019
Q2 | $8.64M | Hold |
51,047
| – | – | 0.07% | 212 |
|
|
2019
Q1 | $8.64M | Buy |
+51,047
| New | +$2.79M | 0.07% | 212 |
|
Other funds holding SITE
WA
VCM
VPM
CCA