Bison Wealth’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
2024
Q4
$977K Sell
3,960
-5,973
-60% -$1.6M 0.22% 93
2024
Q3
$2.69M Buy
9,933
+297
+3% +$71.9K 0.43% 57
2024
Q2
$2.45M Hold
9,636
0.4% 64
2024
Q1
$2.45M Sell
9,636
-71
-0.7% -$16.3K 0.4% 64
2023
Q4
$2.16M Buy
9,707
+341
+4% +$69.1K 0.38% 67
2023
Q3
$1.95M Sell
9,366
-170
-2% -$38.2K 0.38% 68
2023
Q2
$2.15M Buy
9,536
+2,375
+33% +$494K 0.4% 63
2023
Q1
$1.46M Sell
7,161
-160
-2% -$32.5K 0.45% 66
2022
Q4
$1.48M Buy
7,321
+396
+6% +$79.1K 0.47% 66
2022
Q3
$1.3M Buy
6,925
+4,704
+212% +$916K 0.51% 60
2022
Q2
$388K Buy
2,221
+164
+8% +$31.6K 0.22% 118
2022
Q1
$416K Buy
2,057
+64
+3% +$14.7K 0.21% 126
2021
Q4
$515K Sell
1,993
-777
-28% -$185K 0.3% 82
2021
Q3
$562K Sell
2,770
-351
-11% -$70K 0.26% 94
2021
Q2
$605K Sell
3,121
-303
-9% -$59.3K 0.26% 90
2021
Q1
$651K Buy
3,424
+350
+11% +$60.1K 0.28% 83
2020
Q4
$493K Buy
3,074
+234
+8% +$38K 0.23% 105
2020
Q3
$471K Sell
2,840
-358
-11% -$55.1K 0.28% 93
2020
Q2
$432K Sell
3,198
-11
-0.3% -$1.26K 0.27% 97
2020
Q1
$276K Buy
3,209
+164
+5% +$17.9K 0.2% 132
2019
Q4
$365K Sell
3,045
-100
-3% -$11.4K 0.17% 147
2019
Q3
$346K Sell
3,145
-50
-2% -$5.28K 0.19% 140
2019
Q2
$322K Sell
3,195
-998
-24% -$105K 0.19% 147
2019
Q1
$459K Buy
4,193
+940
+29% +$93.8K 0.28% 103
2018
Q4
$300K Buy
3,253
+480
+17% +$46.3K 0.22% 136
2018
Q3
$318K Sell
2,773
-447
-14% -$46.6K 0.21% 145
2018
Q2
$308K Buy
3,220
+814
+34% +$73.7K 0.23% 138
2018
Q1
$211K Sell
2,406
-1,270
-35% -$120K 0.16% 176
2017
Q4
$342K Buy
3,676
+32
+0.9% +$2.65K 0.25% 110
2017
Q3
$291K Buy
3,644
+604
+20% +$46.2K 0.23% 123
2017
Q2
$236K Buy
3,040
+105
+4% +$8.58K 0.2% 144
2017
Q1
$241K Sell
2,935
-118
-4% -$9.03K 0.21% 136
2016
Q4
$217K Buy
3,053
+36
+1% +$2.55K 0.18% 154
2016
Q3
$218K Buy
+3,017
New +$235K 0.18% 153

Other funds holding LOW

Bison Wealth's LOW Position: Q4 2024 in Review

Bison Wealth reduced its Lowe's Companies (LOW) stake by 60% in Q4 2024, selling an estimated $1.6M and leaving 3,960 shares worth $977K. The position accounts for 0.22% of the portfolio, ranked #93.

Bison Wealth first reported a position in LOW in Q3 2016 and has held it in 34 quarters since. The position peaked at $2.69M in Q3 2024. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

  • Bison Wealth held 3,960 shares of Lowe's Companies worth $977K as of Q4 2024.
  • Bison Wealth sold 5,973 Lowe's Companies shares in Q4 2024, an estimated $1.6M.
  • Lowe's Companies made up 0.22% of Bison Wealth's portfolio in Q4 2024, its #93 holding.
  • Bison Wealth first reported a position in Lowe's Companies in Q3 2016 and has held it in 34 quarters since.
  • Bison Wealth's Lowe's Companies position peaked at $2.69M in Q3 2024.
  • 2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.