Venturi Wealth Management’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 | – | Sell |
-1,684
| Closed | -$205K | – | 603 |
|
|
2025
Q1 | $205K | Sell |
1,684
-76
| -4% | -$9.23K | 0.01% | 539 |
|
|
2024
Q4 | $232K | Buy |
1,760
+209
| +13% | +$27.5K | 0.01% | 508 |
|
|
2024
Q3 | $234K | Buy |
1,551
+151
| +11% | +$22.8K | 0.01% | 426 |
|
|
2024
Q2 | $170K | Buy |
1,400
+1,275
| +1,020% | +$155K | 0.01% | 432 |
|
|
2024
Q1 | $21.8K | Hold |
125
| – | – | ﹤0.01% | 718 |
|
|
2023
Q4 | $20.3K | Sell |
125
-33
| -21% | -$5.36K | ﹤0.01% | 698 |
|
|
2023
Q3 | $25.8K | Buy |
+158
| New | +$25.8K | ﹤0.01% | 566 |
|
|
2023
Q2 | – | Sell |
-123
| Closed | -$16.8K | – | 1229 |
|
|
2023
Q1 | $16.8K | Buy |
+123
| New | +$16.8K | ﹤0.01% | 627 |
|