Carson Wealth (CWM LLC)
LOW icon

Carson Wealth (CWM LLC)’s Lowe's Companies LOW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.47M Buy
42,682
+845
+2% +$187K 0.03% 401
2025
Q1
$9.76M Sell
41,837
-8,178
-16% -$1.91M 0.04% 357
2024
Q4
$12.3M Sell
50,015
-389
-0.8% -$96K 0.05% 280
2024
Q3
$13.7M Sell
50,404
-1,153
-2% -$312K 0.06% 263
2024
Q2
$11.4M Sell
51,557
-662
-1% -$146K 0.05% 276
2024
Q1
$13.3M Buy
52,219
+1,484
+3% +$378K 0.06% 250
2023
Q4
$11.3M Sell
50,735
-2,480
-5% -$552K 0.06% 255
2023
Q3
$11.1M Sell
53,215
-1,599
-3% -$332K 0.07% 228
2023
Q2
$12.4M Buy
54,814
+17,636
+47% +$3.98M 0.08% 208
2023
Q1
$7.43M Sell
37,178
-1,437
-4% -$287K 0.05% 261
2022
Q4
$7.69M Buy
38,615
+1,094
+3% +$218K 0.06% 234
2022
Q3
$7.05M Buy
37,521
+2,656
+8% +$499K 0.06% 237
2022
Q2
$6.09M Buy
34,865
+17,223
+98% +$3.01M 0.05% 263
2022
Q1
$3.57M Buy
17,642
+3,402
+24% +$688K 0.03% 336
2021
Q4
$3.68M Buy
+14,240
New +$3.68M 0.03% 331
2021
Q2
$1.55M Hold
7,982
0.01% 492
2021
Q1
$1.55M Hold
7,982
0.01% 492
2020
Q4
$1.55M Hold
7,982
0.01% 492
2020
Q3
$1.55M Hold
7,982
0.01% 492
2020
Q2
$1.55M Hold
7,982
0.01% 492
2020
Q1
$1.55M Hold
7,982
0.01% 492
2019
Q4
$1.55M Hold
7,982
0.01% 492
2019
Q3
$1.55M Hold
7,982
0.01% 492
2019
Q2
$1.55M Hold
7,982
0.01% 492
2019
Q1
$1.55M Buy
7,982
+4,677
+142% +$907K 0.01% 492
2018
Q4
$305K Buy
3,305
+483
+17% +$44.6K 0.01% 519
2018
Q3
$324K Sell
2,822
-162,035
-98% -$18.6M 0.01% 431
2018
Q2
$15.8M Sell
164,857
-12,280
-7% -$1.17M 0.52% 52
2018
Q1
$15.5M Sell
177,137
-134,443
-43% -$11.8M 0.62% 46
2017
Q4
$29M Sell
311,580
-20,275
-6% -$1.88M 1.29% 23
2017
Q3
$26.5M Sell
331,855
-11,712
-3% -$936K 1.25% 22
2017
Q2
$26.6M Buy
343,567
+341,867
+20,110% +$26.5M 1.37% 20
2017
Q1
$140K Buy
1,700
+354
+26% +$29.2K 0.01% 325
2016
Q4
$96K Sell
1,346
-1,123
-45% -$80.1K 0.01% 352
2016
Q3
$178K Buy
2,469
+1,205
+95% +$86.9K 0.01% 270
2016
Q2
$100K Buy
1,264
+4
+0.3% +$316 0.01% 300
2016
Q1
$95K Buy
1,260
+5
+0.4% +$377 0.01% 285
2015
Q4
$95K Buy
1,255
+4
+0.3% +$303 0.01% 262
2015
Q3
$86K Buy
+1,251
New +$86K 0.01% 246
2015
Q1
Sell
-50,487
Closed -$3.47M 186
2014
Q4
$3.47M Buy
50,487
+28,024
+125% +$1.93M 0.42% 93
2014
Q3
$1.19M Buy
22,463
+15,376
+217% +$814K 0.17% 119
2014
Q2
$340K Buy
+7,087
New +$340K 0.06% 135
2014
Q1
Sell
-1,840
Closed -$91K 310
2013
Q4
$91K Buy
1,840
+1,450
+372% +$71.7K 0.01% 195
2013
Q3
$19K Buy
+390
New +$19K 0.01% 273