LVW Advisors’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
$326K Sell
2,452
-339
-12% -$47.9K 0.03% 307
2025
Q4
$348K Sell
2,791
-190
-6% -$24.1K 0.04% 252
2025
Q3
$384K Sell
2,981
-371
-11% -$50.3K 0.04% 233
2025
Q2
$405K Sell
3,352
-299
-8% -$35.3K 0.05% 213
2025
Q1
$443K Buy
3,651
+5
+0.1% +$663 0.05% 189
2024
Q4
$480K Sell
3,646
-296
-8% -$42.7K 0.06% 196
2024
Q3
$595K Buy
3,942
+368
+10% +$50.5K 0.08% 170
2024
Q2
$434K Buy
3,574
+288
+9% +$43.5K 0.06% 193
2024
Q1
$574K Sell
3,286
-78
-2% -$12.9K 0.1% 150
2023
Q4
$547K Sell
3,364
-270
-7% -$39.4K 0.1% 143
2023
Q3
$594K Sell
3,634
-327
-8% -$53.4K 0.13% 112
2023
Q2
$663K Sell
3,961
-1,262
-24% -$186K 0.13% 108
2023
Q1
$715K Sell
5,223
-55
-1% -$7.75K 0.14% 109
2022
Q4
$619K Sell
5,278
-398
-7% -$46.4K 0.13% 127
2022
Q3
$591K Buy
5,676
+69
+1% +$8.64K 0.13% 116
2022
Q2
$667K Buy
5,607
+239
+4% +$32.1K 0.14% 109
2022
Q1
$868K Sell
5,368
-357
-6% -$64.8K 0.15% 99
2021
Q4
$1.39M Sell
5,725
-24
-0.4% -$5.55K 0.24% 75
2021
Q3
$1.15M Sell
5,749
-750
-12% -$142K 0.2% 80
2021
Q2
$1.1M Buy
6,499
+213
+3% +$37.2K 0.2% 83
2021
Q1
$1.07M Buy
6,286
+1,999
+47% +$332K 0.21% 80
2020
Q4
$680K Buy
4,287
+169
+4% +$23.2K 0.14% 96
2020
Q3
$502K Buy
4,118
+1,526
+59% +$183K 0.11% 104
2020
Q2
$295K Buy
+2,592
New +$241K 0.07% 147

Other funds holding SITE