Bard Financial Services’s Lowe's Companies LOW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.1M	Hold	8,375	–	–	0.23%	85
2025 Q2	$1.86M	Sell	8,375 -1,125	-12%	-$251K	0.22%	87
2025 Q1	$2.22M	Buy	9,500 +1,095	+13%	+$269K	0.27%	82
2024 Q4	$2.07M	Hold	8,405	–	–	0.25%	85
2024 Q3	$2.28M	Sell	8,405 -4,185	-33%	-$1.01M	0.27%	78
2024 Q2	$2.78M	Hold	12,590	–	–	0.29%	73
2024 Q1	$3.21M	Buy	12,590 +30	+0.2%	+$6.9K	0.34%	69
2023 Q4	$2.8M	Buy	12,560 +150	+1%	+$30.4K	0.31%	71
2023 Q3	$2.58M	Hold	12,410	–	–	0.32%	68
2023 Q2	$2.8M	Hold	12,410	–	–	0.21%	96
2023 Q1	$2.48M	Hold	12,410	–	–	0.2%	102
2022 Q4	$2.47M	Hold	12,410	–	–	0.21%	99
2022 Q3	$2.33M	Hold	12,410	–	–	0.22%	99
2022 Q2	$2.17M	Hold	12,410	–	–	0.2%	105
2022 Q1	$2.51M	Sell	12,410 -175	-1%	-$40.3K	0.2%	101
2021 Q4	$3.25M	Sell	12,585 -375	-3%	-$89.2K	0.26%	88
2021 Q3	$2.63M	Hold	12,960	–	–	0.23%	98
2021 Q2	$2.51M	Hold	12,960	–	–	0.22%	99
2021 Q1	$2.46M	Sell	12,960 -95	-0.7%	-$16.3K	0.24%	96
2020 Q4	$2.1M	Buy	+13,055	New	+$2.12M	0.21%	101