CWS
Confluence Wealth Services’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
7,692
+232
| +3% | +$51.5K | 0.09% | 102 |
|
|
2025
Q1 | $1.62M | Buy |
7,460
+3,202
| +75% | +$697K | 0.1% | 103 |
|
|
2024
Q4 | $1.11M | Buy |
4,258
+299
| +8% | +$78.1K | 0.07% | 141 |
|
|
2024
Q3 | $1.07M | Sell |
3,959
-58
| -1% | -$15.7K | 0.08% | 136 |
|
|
2024
Q2 | $886K | Sell |
4,017
-169
| -4% | -$37.3K | 0.07% | 165 |
|
|
2024
Q1 | $1.07M | Buy |
4,186
+21
| +0.5% | +$5.35K | 0.09% | 121 |
|
|
2023
Q4 | $927K | Buy |
4,165
+278
| +7% | +$61.9K | 0.1% | 118 |
|
|
2023
Q3 | $808K | Buy |
3,887
+772
| +25% | +$160K | 0.16% | 104 |
|
|
2023
Q2 | $703K | Buy |
3,115
+15
| +0.5% | +$3.39K | 0.15% | 121 |
|
|
2023
Q1 | $620K | Hold |
3,100
| – | – | 0.14% | 124 |
|
|
2022
Q4 | $618K | Hold |
3,100
| – | – | 0.16% | 119 |
|
|
2022
Q3 | $582K | Sell |
3,100
-400
| -11% | -$75.1K | 0.25% | 117 |
|
|
2022
Q2 | $707K | Buy |
3,500
+50
| +1% | +$10.1K | 0.31% | 108 |
|
|
2022
Q1 | $697K | Sell |
3,450
-105
| -3% | -$21.2K | 0.25% | 109 |
|
|
2021
Q4 | $918K | Buy |
+3,555
| New | +$918K | 0.3% | 87 |
|