EWM
Evermay 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 | $305K | Sell |
1,375
-250
| -15% | -$55.5K | 0.04% | 165 |
|
|
2025
Q1 | $379K | Hold |
1,625
| – | – | 0.05% | 140 |
|
|
2024
Q4 | $401K | Sell |
1,625
-338
| -17% | -$83.4K | 0.06% | 136 |
|
|
2024
Q3 | $532K | Hold |
1,963
| – | – | 0.09% | 120 |
|
|
2024
Q2 | $433K | Buy |
1,963
+10
| +0.5% | +$2.21K | 0.07% | 136 |
|
|
2024
Q1 | $497K | Buy |
1,953
+336
| +21% | +$85.6K | 0.08% | 127 |
|
|
2023
Q4 | $360K | Buy |
1,617
+318
| +24% | +$70.8K | 0.07% | 130 |
|
|
2023
Q3 | $270K | Sell |
1,299
-263
| -17% | -$54.7K | 0.06% | 140 |
|
|
2023
Q2 | $353K | Buy |
1,562
+8
| +0.5% | +$1.81K | 0.07% | 126 |
|
|
2023
Q1 | $311K | Hold |
1,554
| – | – | 0.06% | 130 |
|
|
2022
Q4 | $310K | Hold |
1,554
| – | – | 0.06% | 134 |
|
|
2022
Q3 | $292K | Buy |
1,554
+60
| +4% | +$11.3K | 0.06% | 134 |
|
|
2022
Q2 | $261K | Sell |
1,494
-60
| -4% | -$10.5K | 0.05% | 143 |
|
|
2022
Q1 | $314K | Hold |
1,554
| – | – | 0.05% | 152 |
|
|
2021
Q4 | $402K | Hold |
1,554
| – | – | 0.07% | 112 |
|
|
2021
Q3 | $315K | Sell |
1,554
-82
| -5% | -$16.6K | 0.06% | 126 |
|
|
2021
Q2 | $317K | Sell |
1,636
-20
| -1% | -$3.88K | 0.06% | 137 |
|
|
2021
Q1 | $315K | Sell |
1,656
-176
| -10% | -$33.5K | 0.06% | 136 |
|
|
2020
Q4 | $294K | Buy |
1,832
+197
| +12% | +$31.6K | 0.06% | 137 |
|
|
2020
Q3 | $271K | Hold |
1,635
| – | – | 0.07% | 127 |
|
|
2020
Q2 | $221K | Buy |
+1,635
| New | +$221K | 0.06% | 145 |
|
|
2019
Q4 | – | Sell |
-2,072
| Closed | -$228K | – | 166 |
|
|
2019
Q3 | $228K | Sell |
2,072
-105
| -5% | -$11.6K | 0.06% | 135 |
|
|
2019
Q2 | $220K | Hold |
2,177
| – | – | 0.06% | 136 |
|
|
2019
Q1 | $238K | Hold |
2,177
| – | – | 0.07% | 130 |
|
|
2018
Q4 | $201K | Sell |
2,177
-80
| -4% | -$7.39K | 0.07% | 128 |
|
|
2018
Q3 | $259K | Buy |
2,257
+100
| +5% | +$11.5K | 0.08% | 119 |
|
|
2018
Q2 | $206K | Buy |
+2,157
| New | +$206K | 0.07% | 130 |
|
|
2018
Q1 | – | Sell |
-2,924
| Closed | -$272K | – | 143 |
|
|
2017
Q4 | $272K | Buy |
+2,924
| New | +$272K | 0.1% | 112 |
|