Caldwell Trust’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Sell |
3,700
-30
|
|
||||
|
2025
Q1 | $870K | Buy |
3,730
+160
|
|
||||
|
2024
Q4 | $881K | Sell |
3,570
-36
|
|
||||
|
2024
Q3 | $977K | Sell |
3,606
-1,333
|
|
||||
|
2024
Q2 | $1.09M | Sell |
4,939
-91
|
|
||||
|
2024
Q1 | $1.28M | Buy |
5,030
+390
|
|
||||
|
2023
Q4 | $1.03M | Buy |
4,640
+23
|
|
||||
|
2023
Q3 | $960K | Hold |
4,617
|
|
||||
|
2023
Q2 | $1.04M | Sell |
4,617
-31
|
|
||||
|
2023
Q1 | $929K | Sell |
4,648
-164
|
|
||||
|
2022
Q4 | $959K | Buy |
4,812
+173
|
|
||||
|
2022
Q3 | $871K | Sell |
4,639
-50
|
|
||||
|
2022
Q2 | $819K | Hold |
4,689
|
|
||||
|
2022
Q1 | $948K | Hold |
4,689
|
|
||||
|
2021
Q4 | $1.21M | Sell |
4,689
-200
|
|
||||
|
2021
Q3 | $992K | Hold |
4,889
|
|
||||
|
2021
Q2 | $948K | Hold |
4,889
|
|
||||
|
2021
Q1 | $930K | Buy |
4,889
+916
|
|
||||
|
2020
Q4 | $638K | Buy |
3,973
+161
|
|
||||
|
2020
Q3 | $632K | Sell |
3,812
-615
|
|
||||
|
2020
Q2 | $598K | Sell |
4,427
-10
|
|
||||
|
2020
Q1 | $382K | Sell |
4,437
-100
|
|
||||
|
2019
Q4 | $543K | Buy |
+4,537
|
|