Heritage Family Offices’s SiteOne Landscape Supply SITE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$232K	Hold	1,906	–	–	0.12%	157
2025 Q1	$231K	Buy	1,906 +11	+0.6%	+$1.34K	0.12%	156
2024 Q4	$250K	Sell	1,895 -57	-3%	-$7.51K	0.12%	153
2024 Q3	$295K	Buy	1,952 +31	+2%	+$4.68K	0.15%	133
2024 Q2	$233K	Buy	+1,921	New	+$233K	0.13%	150