BWM
BerganKDV Wealth Management’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.87M | Buy |
30,447
+531
| +2% | +$120K | 0.69% | 32 |
|
|
2023
Q1 | $5.98M | Buy |
29,916
+1,683
| +6% | +$337K | 0.62% | 36 |
|
|
2022
Q4 | $5.63M | Buy |
28,233
+2,354
| +9% | +$469K | 0.61% | 38 |
|
|
2022
Q3 | $4.86M | Buy |
25,879
+1,648
| +7% | +$309K | 0.58% | 33 |
|
|
2022
Q2 | $4.23M | Sell |
24,231
-1,438
| -6% | -$251K | 0.48% | 39 |
|
|
2022
Q1 | $5.19M | Buy |
25,669
+1,721
| +7% | +$348K | 0.56% | 38 |
|
|
2021
Q4 | $6.19M | Sell |
23,948
-705
| -3% | -$182K | 0.65% | 29 |
|
|
2021
Q3 | $5M | Buy |
24,653
+1,075
| +5% | +$218K | 0.57% | 34 |
|
|
2021
Q2 | $4.57M | Buy |
23,578
+983
| +4% | +$191K | 0.54% | 35 |
|
|
2021
Q1 | $4.3M | Sell |
22,595
-1,141
| -5% | -$217K | 0.55% | 36 |
|
|
2020
Q4 | $3.81M | Buy |
23,736
+415
| +2% | +$66.6K | 0.54% | 39 |
|
|
2020
Q3 | $3.87M | Buy |
23,321
+1,436
| +7% | +$238K | 0.61% | 37 |
|
|
2020
Q2 | $2.96M | Buy |
21,885
+2,399
| +12% | +$324K | 0.51% | 41 |
|
|
2020
Q1 | $1.68M | Buy |
19,486
+4,560
| +31% | +$392K | 0.34% | 65 |
|
|
2019
Q4 | $1.79M | Buy |
14,926
+903
| +6% | +$108K | 0.32% | 71 |
|
|
2019
Q3 | $1.54M | Buy |
14,023
+1,600
| +13% | +$176K | 0.3% | 74 |
|
|
2019
Q2 | $1.25M | Buy |
12,423
+1,698
| +16% | +$171K | 0.25% | 79 |
|
|
2019
Q1 | $1.17M | Sell |
10,725
-366
| -3% | -$40.1K | 0.24% | 77 |
|
|
2018
Q4 | $1.02M | Buy |
11,091
+861
| +8% | +$79.5K | 0.24% | 78 |
|
|
2018
Q3 | $1.18M | Sell |
10,230
-361
| -3% | -$41.5K | 0.25% | 75 |
|
|
2018
Q2 | $1.01M | Buy |
10,591
+730
| +7% | +$69.8K | 0.23% | 78 |
|
|
2018
Q1 | $865K | Sell |
9,861
-84
| -0.8% | -$7.37K | 0.24% | 94 |
|
|
2017
Q4 | $924K | Buy |
9,945
+58
| +0.6% | +$5.39K | 0.22% | 89 |
|
|
2017
Q3 | $790K | Buy |
9,887
+164
| +2% | +$13.1K | 0.2% | 100 |
|
|
2017
Q2 | $754K | Sell |
9,723
-209
| -2% | -$16.2K | 0.21% | 91 |
|
|
2017
Q1 | $816K | Buy |
9,932
+677
| +7% | +$55.6K | 0.24% | 83 |
|
|
2016
Q4 | $658K | Buy |
9,255
+22
| +0.2% | +$1.56K | 0.22% | 96 |
|
|
2016
Q3 | $667K | Buy |
9,233
+539
| +6% | +$38.9K | 0.23% | 86 |
|
|
2016
Q2 | $688K | Sell |
8,694
-2,958
| -25% | -$234K | 0.29% | 70 |
|
|
2016
Q1 | $883K | Buy |
+11,652
| New | +$883K | 0.53% | 56 |
|