Concentric Wealth Management’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $561K | Sell |
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|
2024
Q2 | $486K | Sell |
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|
2024
Q1 | $567K | Buy |
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|
2023
Q4 | $491K | Hold |
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|
2023
Q3 | $458K | Hold |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $481K | Sell |
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|
2022
Q4 | $487K | Hold |
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|
2022
Q3 | $459K | Hold |
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|
2022
Q2 | $427K | Buy |
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|
2022
Q1 | $393K | Sell |
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|
2021
Q4 | $508K | Hold |
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|
2021
Q3 | $399K | Sell |
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|
2021
Q2 | $439K | Sell |
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|
2021
Q1 | $461K | Sell |
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|
2020
Q4 | $392K | Sell |
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|
2020
Q3 | $411K | Hold |
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|
2020
Q2 | $335K | Hold |
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|
2020
Q1 | $213K | Hold |
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|
2019
Q4 | $297K | Hold |
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|
2019
Q3 | $273K | Hold |
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|
2019
Q2 | $250K | Hold |
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|
2019
Q1 | $271K | Hold |
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|
2018
Q4 | $229K | Sell |
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|
2018
Q3 | $290K | Sell |
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|
2018
Q2 | $245K | Hold |
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|
2018
Q1 | $225K | Hold |
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|
2017
Q4 | $238K | Sell |
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|
2017
Q3 | $207K | Hold |
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|
2017
Q2 | $201K | Hold |
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|
2017
Q1 | $213K | Buy |
|