EWM
Empirical 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 | $2.25M | Buy |
10,153
+513
| +5% | +$114K | 0.05% | 220 |
|
|
2025
Q1 | $2.25M | Sell |
9,640
-995
| -9% | -$232K | 0.06% | 197 |
|
|
2024
Q4 | $2.62M | Buy |
10,635
+2,159
| +25% | +$533K | 0.07% | 165 |
|
|
2024
Q3 | $2.3M | Buy |
8,476
+1,076
| +15% | +$291K | 0.06% | 171 |
|
|
2024
Q2 | $1.63M | Buy |
7,400
+1,652
| +29% | +$364K | 0.05% | 201 |
|
|
2024
Q1 | $1.46M | Buy |
5,748
+2,867
| +100% | +$730K | 0.04% | 217 |
|
|
2023
Q4 | $641K | Buy |
2,881
+166
| +6% | +$36.9K | 0.02% | 287 |
|
|
2023
Q3 | $564K | Buy |
2,715
+222
| +9% | +$46.1K | 0.02% | 290 |
|
|
2023
Q2 | $563K | Sell |
2,493
-856
| -26% | -$193K | 0.02% | 288 |
|
|
2023
Q1 | $670K | Sell |
3,349
-260
| -7% | -$52K | 0.03% | 281 |
|
|
2022
Q4 | $719K | Sell |
3,609
-311
| -8% | -$62K | 0.03% | 258 |
|
|
2022
Q3 | $736K | Buy |
3,920
+1,152
| +42% | +$216K | 0.04% | 231 |
|
|
2022
Q2 | $484K | Sell |
2,768
-464
| -14% | -$81.1K | 0.03% | 301 |
|
|
2022
Q1 | $653K | Sell |
3,232
-93
| -3% | -$18.8K | 0.03% | 280 |
|
|
2021
Q4 | $860K | Buy |
3,325
+446
| +15% | +$115K | 0.04% | 242 |
|
|
2021
Q3 | $584K | Sell |
2,879
-83
| -3% | -$16.8K | 0.03% | 270 |
|
|
2021
Q2 | $574K | Buy |
2,962
+422
| +17% | +$81.8K | 0.03% | 277 |
|
|
2021
Q1 | $483K | Buy |
2,540
+307
| +14% | +$58.4K | 0.04% | 254 |
|
|
2020
Q4 | $358K | Buy |
2,233
+381
| +21% | +$61.1K | 0.03% | 284 |
|
|
2020
Q3 | $307K | Sell |
1,852
-283
| -13% | -$46.9K | 0.03% | 279 |
|
|
2020
Q2 | $288K | Buy |
+2,135
| New | +$288K | 0.03% | 283 |
|