Caldwell Trust’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 | $939K | Buy |
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|
2025
Q2 | $821K | Sell |
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|
2025
Q1 | $870K | Buy |
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|
2024
Q4 | $881K | Sell |
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|
2024
Q3 | $977K | Sell |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $960K | Hold |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $929K | Sell |
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|
2022
Q4 | $959K | Buy |
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|
2022
Q3 | $871K | Sell |
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|
2022
Q2 | $819K | Hold |
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|
2022
Q1 | $948K | Hold |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $992K | Hold |
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|
2021
Q2 | $948K | Hold |
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|
2021
Q1 | $930K | Buy |
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|
2020
Q4 | $638K | Buy |
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|
2020
Q3 | $632K | Sell |
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|
2020
Q2 | $598K | Sell |
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|
2020
Q1 | $382K | Sell |
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|
2019
Q4 | $543K | Buy |
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