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 |
|