CPWA
Cerro Pacific Wealth Advisors’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
12,043
+19
| +0.2% | +$4.22K | 0.74% | 35 |
|
|
2025
Q1 | $2.97M | Sell |
12,024
-84
| -0.7% | -$20.7K | 0.96% | 29 |
|
|
2024
Q4 | $3.28M | Buy |
12,108
+51
| +0.4% | +$13.8K | 1.09% | 26 |
|
|
2024
Q3 | $2.66M | Hold |
12,057
| – | – | 1% | 28 |
|
|
2024
Q2 | $2.66M | Buy |
+12,057
| New | +$2.66M | 1.02% | 28 |
|
|
2023
Q1 | $2.08M | Buy |
10,418
+2,223
| +27% | +$445K | 1.15% | 19 |
|
|
2022
Q4 | $1.63M | Buy |
8,195
+891
| +12% | +$178K | 0.87% | 31 |
|
|
2022
Q3 | $1.37M | Buy |
7,304
+445
| +6% | +$83.6K | 0.83% | 33 |
|
|
2022
Q2 | $1.2M | Sell |
6,859
-153
| -2% | -$26.7K | 0.75% | 29 |
|
|
2022
Q1 | $1.42M | Buy |
7,012
+497
| +8% | +$101K | 0.87% | 27 |
|
|
2021
Q4 | $1.68M | Sell |
6,515
-612
| -9% | -$158K | 1.07% | 20 |
|
|
2021
Q3 | $1.45M | Sell |
7,127
-2,524
| -26% | -$512K | 1.04% | 21 |
|
|
2021
Q2 | $1.87M | Buy |
+9,651
| New | +$1.87M | 1.39% | 13 |
|
|
2020
Q4 | $2.39M | Buy |
+14,910
| New | +$2.39M | 1.43% | 12 |
|