CWM
Concentric Wealth Management’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $561K | Sell |
2,070
-135
| -6% | -$36.6K | 0.14% | 90 |
|
|
2024
Q2 | $486K | Sell |
2,205
-22
| -1% | -$4.85K | 0.13% | 92 |
|
|
2024
Q1 | $567K | Buy |
2,227
+22
| +1% | +$5.6K | 0.15% | 91 |
|
|
2023
Q4 | $491K | Hold |
2,205
| – | – | 0.14% | 92 |
|
|
2023
Q3 | $458K | Hold |
2,205
| – | – | 0.15% | 91 |
|
|
2023
Q2 | $498K | Sell |
2,205
-200
| -8% | -$45.1K | 0.16% | 89 |
|
|
2023
Q1 | $481K | Sell |
2,405
-40
| -2% | -$8K | 0.16% | 90 |
|
|
2022
Q4 | $487K | Hold |
2,445
| – | – | 0.17% | 91 |
|
|
2022
Q3 | $459K | Hold |
2,445
| – | – | 0.17% | 94 |
|
|
2022
Q2 | $427K | Buy |
2,445
+500
| +26% | +$87.3K | 0.14% | 97 |
|
|
2022
Q1 | $393K | Sell |
1,945
-20
| -1% | -$4.04K | 0.11% | 102 |
|
|
2021
Q4 | $508K | Hold |
1,965
| – | – | 0.14% | 97 |
|
|
2021
Q3 | $399K | Sell |
1,965
-300
| -13% | -$60.9K | 0.12% | 102 |
|
|
2021
Q2 | $439K | Sell |
2,265
-160
| -7% | -$31K | 0.13% | 98 |
|
|
2021
Q1 | $461K | Sell |
2,425
-20
| -0.8% | -$3.8K | 0.15% | 97 |
|
|
2020
Q4 | $392K | Sell |
2,445
-35
| -1% | -$5.61K | 0.14% | 97 |
|
|
2020
Q3 | $411K | Hold |
2,480
| – | – | 0.18% | 94 |
|
|
2020
Q2 | $335K | Hold |
2,480
| – | – | 0.16% | 96 |
|
|
2020
Q1 | $213K | Hold |
2,480
| – | – | 0.12% | 110 |
|
|
2019
Q4 | $297K | Hold |
2,480
| – | – | 0.13% | 106 |
|
|
2019
Q3 | $273K | Hold |
2,480
| – | – | 0.17% | 80 |
|
|
2019
Q2 | $250K | Hold |
2,480
| – | – | 0.16% | 80 |
|
|
2019
Q1 | $271K | Hold |
2,480
| – | – | 0.18% | 78 |
|
|
2018
Q4 | $229K | Sell |
2,480
-50
| -2% | -$4.62K | 0.18% | 81 |
|
|
2018
Q3 | $290K | Sell |
2,530
-30
| -1% | -$3.44K | 0.2% | 78 |
|
|
2018
Q2 | $245K | Hold |
2,560
| – | – | 0.18% | 82 |
|
|
2018
Q1 | $225K | Hold |
2,560
| – | – | 0.17% | 83 |
|
|
2017
Q4 | $238K | Sell |
2,560
-27
| -1% | -$2.51K | 0.17% | 82 |
|
|
2017
Q3 | $207K | Hold |
2,587
| – | – | 0.16% | 86 |
|
|
2017
Q2 | $201K | Hold |
2,587
| – | – | 0.16% | 84 |
|
|
2017
Q1 | $213K | Buy |
+2,587
| New | +$213K | 0.17% | 83 |
|