Wealth Enhancement Advisory Services
SITE icon

Wealth Enhancement Advisory Services’s SiteOne Landscape Supply SITE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SITE Stock Details SITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.47M Buy
38,506
+23,762
+161% +$3.36M 0.01% 944
2025
Q4 		$1.92M Buy
14,744
+7,160
+94% +$907K ﹤0.01% 1539
2025
Q3 		$934K Sell
7,584
-37
-0.5% -$5.02K ﹤0.01% 1913
2025
Q2 		$989K Buy
+7,621
New +$901K ﹤0.01% 1762
2025
Q1 		– Sell
-1,722
Closed -$227K – 3144
2024
Q4 		$227K Sell
1,722
-409
-19% -$59K ﹤0.01% 2607
2024
Q3 		$322K Buy
2,131
+113
+6% +$15.5K ﹤0.01% 2132
2024
Q2 		$245K Buy
2,018
+98
+5% +$14.8K ﹤0.01% 2133
2024
Q1 		$335K Buy
+1,920
New +$317K ﹤0.01% 1843

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VCM
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VPM
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T. Rowe Price Investment Management
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CCA
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