DWA

Dougherty Wealth Advisers’s Lowe's Companies LOW Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$146K	Hold	656	–	–	0.1%	48
2025 Q1	$153K	Hold	656	–	–	0.11%	45
2024 Q4	$162K	Hold	656	–	–	0.13%	45
2024 Q3	$178K	Sell	656 -41	-6%	-$11.1K	0.14%	42
2024 Q2	$154K	Hold	697	–	–	0.13%	43
2024 Q1	$178K	Sell	697 -174	-20%	-$44.3K	0.16%	39
2023 Q4	$194K	Hold	871	–	–	0.18%	39
2023 Q3	$181K	Hold	871	–	–	0.21%	38
2023 Q2	$197K	Sell	871 -95	-10%	-$21.4K	0.27%	37
2023 Q1	$193K	Hold	966	–	–	0.29%	35
2022 Q4	$192K	Hold	966	–	–	0.32%	38
2022 Q3	$181K	Hold	966	–	–	0.36%	31
2022 Q2	$169K	Hold	966	–	–	0.32%	37
2022 Q1	$195K	Hold	966	–	–	0.29%	38
2021 Q4	$250K	Hold	966	–	–	0.35%	33
2021 Q3	$196K	Hold	966	–	–	0.29%	37
2021 Q2	$187K	Hold	966	–	–	0.28%	38
2021 Q1	$184K	Hold	966	–	–	0.28%	36
2020 Q4	$155K	Hold	966	–	–	0.24%	41
2020 Q3	$160K	Hold	966	–	–	0.55%	38
2020 Q2	$131K	Hold	966	–	–	0.48%	42
2020 Q1	$83K	Hold	966	–	–	0.33%	57
2019 Q4	$116K	Hold	966	–	–	0.35%	55
2019 Q3	$106K	Hold	966	–	–	0.35%	55
2019 Q2	$97K	Hold	966	–	–	0.27%	73
2019 Q1	$106K	Hold	966	–	–	0.36%	52
2018 Q4	$94K	Buy	+966	New	+$94K	0.31%	61