HB Wealth Management’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	$706K	Buy	5,301 +2,410	+83%	+$341K	﹤0.01%	821
2025 Q4	$360K	Buy	2,891 +651	+29%	+$82.4K	﹤0.01%	1056
2025 Q3	$289K	Sell	2,240 -1,261	-36%	-$171K	﹤0.01%	1095
2025 Q2	$423K	Sell	3,501 -84	-2%	-$9.93K	﹤0.01%	805
2025 Q1	$435K	Buy	3,585 +1,958	+120%	+$260K	﹤0.01%	811
2024 Q4	$214K	Sell	1,627 -114	-7%	-$16.4K	﹤0.01%	956
2024 Q3	$263K	Buy	+1,741	New	+$239K	﹤0.01%	800
2024 Q2	–	Sell	-1,571	Closed	-$274K	–	958
2024 Q1	$274K	Sell	1,571 -313	-17%	-$51.7K	﹤0.01%	689
2023 Q4	$306K	Buy	1,884 +280	+17%	+$40.8K	﹤0.01%	605
2023 Q3	$262K	Hold	1,604	–	–	﹤0.01%	604
2023 Q2	$268K	Buy	1,604 +61	+4%	+$9K	﹤0.01%	581
2023 Q1	$211K	Buy	+1,543	New	+$217K	﹤0.01%	659
2022 Q2	–	Sell	-1,512	Closed	-$244K	–	620
2022 Q1	$244K	Hold	1,512	–	–	﹤0.01%	507
2021 Q4	$366K	Buy	+1,512	New	+$350K	0.01%	354