Congress 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
2025 Q2	$17.9M	Buy	80,718 +27,856	+53%	+$6.22M	0.17%	142
2025 Q1	$12.3M	Buy	52,862 +6,787	+15%	+$1.67M	0.15%	175
2024 Q4	$11.4M	Sell	46,075 -28,336	-38%	-$7.57M	0.16%	181
2024 Q3	$20.2M	Buy	74,411 +23,004	+45%	+$5.57M	0.27%	95
2024 Q2	$11.3M	Buy	51,407 +36,675	+249%	+$8.37M	0.18%	159
2024 Q1	$3.75M	Sell	14,732 -629	-4%	-$145K	0.06%	256
2023 Q4	$3.42M	Buy	15,361 +1,882	+14%	+$381K	0.06%	257
2023 Q3	$2.8M	Buy	13,479 +132	+1%	+$29.7K	0.06%	270
2023 Q2	$3.01M	Sell	13,347 -7	-0.1%	-$1.46K	0.07%	233
2023 Q1	$2.67M	Sell	13,354 -304	-2%	-$61.8K	0.06%	245
2022 Q4	$2.72M	Sell	13,658 -20	-0.1%	-$4K	0.07%	233
2022 Q3	$2.57M	Buy	13,678 +214	+2%	+$41.7K	0.07%	250
2022 Q2	$2.35M	Sell	13,464 -291	-2%	-$56.1K	0.06%	265
2022 Q1	$2.78M	Sell	13,755 -269	-2%	-$61.9K	0.06%	270
2021 Q4	$3.63M	Buy	+14,024	New	+$3.33M	0.07%	259