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

Heritage Family Offices’s Portfolio SITE Stock Details SITE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$204K	Sell
2025 Q3	$240K	Sell
2025 Q2	$232K	Hold
2025 Q1	$231K	Buy
2024 Q4	$250K	Sell
2024 Q3	$295K	Buy
2024 Q2	$233K	Buy