Cassady Schiller Wealth Management’s Lowe's Companies LOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$276K Buy
1,118
+12
+1% +$2.96K 0.1% 95
2024
Q3
$300K Hold
1,106
0.11% 94
2024
Q2
$244K Sell
1,106
-450
-29% -$99.2K 0.1% 102
2024
Q1
$396K Hold
1,556
0.18% 74
2023
Q4
$346K Hold
1,556
0.17% 72
2023
Q3
$323K Hold
1,556
0.18% 74
2023
Q2
$351K Hold
1,556
0.19% 76
2023
Q1
$311K Sell
1,556
-18
-1% -$3.6K 0.15% 81
2022
Q4
$314K Sell
1,574
-5
-0.3% -$996 0.19% 80
2022
Q3
$297K Sell
1,579
-6
-0.4% -$1.13K 0.17% 82
2022
Q2
$277K Sell
1,585
-1
-0.1% -$175 0.15% 82
2022
Q1
$321K Buy
1,586
+16
+1% +$3.24K 0.15% 83
2021
Q4
$406K Buy
+1,570
New +$406K 0.24% 61