CWP
CFM Wealth Partners’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Hold |
2,233
| – | – | 0.08% | 96 |
|
|
2025
Q1 | $521K | Buy |
2,233
+100
| +5% | +$23.3K | 0.09% | 96 |
|
|
2024
Q4 | $526K | Hold |
2,133
| – | – | 0.09% | 94 |
|
|
2024
Q3 | $578K | Buy |
2,133
+117
| +6% | +$31.7K | 0.1% | 98 |
|
|
2024
Q2 | $444K | Hold |
2,016
| – | – | 0.08% | 105 |
|
|
2024
Q1 | $514K | Hold |
2,016
| – | – | 0.1% | 106 |
|
|
2023
Q4 | $449K | Sell |
2,016
-73
| -3% | -$16.2K | 0.1% | 119 |
|
|
2023
Q3 | $434K | Buy |
2,089
+46
| +2% | +$9.56K | 0.11% | 105 |
|
|
2023
Q2 | $461K | Sell |
2,043
-138
| -6% | -$31.1K | 0.11% | 117 |
|
|
2023
Q1 | $436K | Buy |
2,181
+18
| +0.8% | +$3.6K | 0.12% | 114 |
|
|
2022
Q4 | $431K | Sell |
2,163
-67
| -3% | -$13.3K | 0.13% | 121 |
|
|
2022
Q3 | $419K | Buy |
2,230
+116
| +5% | +$21.8K | 0.13% | 110 |
|
|
2022
Q2 | $369K | Sell |
2,114
-698
| -25% | -$122K | 0.11% | 125 |
|
|
2022
Q1 | $569K | Hold |
2,812
| – | – | 0.14% | 106 |
|
|
2021
Q4 | $718K | Hold |
2,812
| – | – | 0.16% | 95 |
|
|
2021
Q3 | $570K | Hold |
2,812
| – | – | 0.14% | 103 |
|
|
2021
Q2 | $545K | Hold |
2,812
| – | – | 0.14% | 98 |
|
|
2021
Q1 | $535K | Sell |
2,812
-3
| -0.1% | -$571 | 0.16% | 93 |
|
|
2020
Q4 | $452K | Buy |
2,815
+688
| +32% | +$110K | 0.14% | 91 |
|
|
2020
Q3 | $352K | Hold |
2,127
| – | – | 0.13% | 101 |
|
|
2020
Q2 | $287K | Hold |
2,127
| – | – | 0.11% | 113 |
|
|
2020
Q1 | $183K | Buy |
2,127
+194
| +10% | +$16.7K | 0.09% | 132 |
|
|
2019
Q4 | $231K | Buy |
+1,933
| New | +$231K | 0.09% | 133 |
|