Elwood & Goetz Wealth Advisory Group’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $587K | Hold |
2,644
| – | – | 0.13% | 48 |
|
2025
Q1 | $617K | Hold |
2,644
| – | – | 0.15% | 41 |
|
2024
Q4 | $653K | Hold |
2,644
| – | – | 0.16% | 42 |
|
2024
Q3 | $716K | Buy |
2,644
+964
| +57% | +$261K | 0.18% | 42 |
|
2024
Q2 | $370K | Hold |
1,680
| – | – | 0.11% | 53 |
|
2024
Q1 | $428K | Hold |
1,680
| – | – | 0.1% | 54 |
|
2023
Q4 | $374K | Buy |
1,680
+73
| +5% | +$16.2K | 0.08% | 57 |
|
2023
Q3 | $334K | Buy |
+1,607
| New | +$334K | 0.08% | 57 |
|
2021
Q1 | – | Sell |
-1,402
| Closed | -$225K | – | 48 |
|
2020
Q4 | $225K | Buy |
+1,402
| New | +$225K | 0.1% | 45 |
|