Carolinas Wealth Consulting’s Loews L Stock Holding History

Carolinas Wealth Consulting’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8	Closed	-$735	–	525
2025 Q1	$735	Hold	8	–	–	﹤0.01%	935
2024 Q4	$678	Hold	8	–	–	﹤0.01%	981
2024 Q3	$633	Hold	8	–	–	﹤0.01%	984
2024 Q2	$598	Hold	8	–	–	﹤0.01%	978
2024 Q1	$626	Hold	8	–	–	﹤0.01%	962
2023 Q4	$557	Hold	8	–	–	﹤0.01%	904
2023 Q3	$512	Hold	8	–	–	﹤0.01%	925
2023 Q2	$475	Hold	8	–	–	﹤0.01%	997
2023 Q1	$464	Hold	8	–	–	﹤0.01%	998
2022 Q4	$467	Hold	8	–	–	﹤0.01%	1005
2022 Q3	$0	Hold	8	–	–	﹤0.01%	911
2022 Q2	$0	Hold	8	–	–	﹤0.01%	923
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	862
2021 Q4	$0	Hold	8	–	–	﹤0.01%	992
2021 Q3	$0	Hold	8	–	–	﹤0.01%	966
2021 Q2	$0	Hold	8	–	–	﹤0.01%	974
2021 Q1	$0	Hold	8	–	–	﹤0.01%	969
2020 Q4	$0	Sell	8 -64	-89%	-$2.57K	﹤0.01%	958
2020 Q3	$2K	Buy	72 +8	+13%	+$287	﹤0.01%	712
2020 Q2	$2K	Buy	+64	New	+$2.16K	﹤0.01%	501

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carolinas Wealth Consulting's L Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Loews (L) in Q2 2025, closing a stake of 8 shares — an estimated $735 sold.

Carolinas Wealth Consulting first reported a position in L in Q2 2020 and held it in 20 quarters. The position peaked at $2K in Q3 2020. 653 funds tracked by Wall St. Rank hold L as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Loews position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 8 Loews shares in Q2 2025, an estimated $735.
Carolinas Wealth Consulting first reported a position in Loews in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Loews position peaked at $2K in Q3 2020.
653 funds tracked by Wall St. Rank held Loews as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.