CWM
Congress Wealth Management’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Buy |
80,718
+27,856
| +53% | +$6.18M | 0.17% | 142 |
|
|
2025
Q1 | $12.3M | Buy |
52,862
+6,787
| +15% | +$1.58M | 0.15% | 175 |
|
|
2024
Q4 | $11.4M | Sell |
46,075
-28,336
| -38% | -$6.99M | 0.16% | 181 |
|
|
2024
Q3 | $20.2M | Buy |
74,411
+23,004
| +45% | +$6.23M | 0.27% | 95 |
|
|
2024
Q2 | $11.3M | Buy |
51,407
+36,675
| +249% | +$8.09M | 0.18% | 159 |
|
|
2024
Q1 | $3.75M | Sell |
14,732
-629
| -4% | -$160K | 0.06% | 256 |
|
|
2023
Q4 | $3.42M | Buy |
15,361
+1,882
| +14% | +$419K | 0.06% | 257 |
|
|
2023
Q3 | $2.8M | Buy |
13,479
+132
| +1% | +$27.4K | 0.06% | 270 |
|
|
2023
Q2 | $3.01M | Sell |
13,347
-7
| -0.1% | -$1.58K | 0.07% | 233 |
|
|
2023
Q1 | $2.67M | Sell |
13,354
-304
| -2% | -$60.8K | 0.06% | 245 |
|
|
2022
Q4 | $2.72M | Sell |
13,658
-20
| -0.1% | -$3.99K | 0.07% | 233 |
|
|
2022
Q3 | $2.57M | Buy |
13,678
+214
| +2% | +$40.2K | 0.07% | 250 |
|
|
2022
Q2 | $2.35M | Sell |
13,464
-291
| -2% | -$50.8K | 0.06% | 265 |
|
|
2022
Q1 | $2.78M | Sell |
13,755
-269
| -2% | -$54.4K | 0.06% | 270 |
|
|
2021
Q4 | $3.63M | Buy |
+14,024
| New | +$3.63M | 0.07% | 257 |
|