FMWA
Forvis Mazars Wealth Advisors’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Sell |
35,363
-848
| -2% | -$188K | 0.17% | 67 |
|
|
2025
Q1 | $8.45M | Buy |
36,211
+1,142
| +3% | +$266K | 0.2% | 61 |
|
|
2024
Q4 | $8.66M | Sell |
35,069
-63
| -0.2% | -$15.5K | 0.2% | 63 |
|
|
2024
Q3 | $9.52M | Buy |
35,132
+344
| +1% | +$93.2K | 0.22% | 62 |
|
|
2024
Q2 | $7.67M | Buy |
34,788
+910
| +3% | +$201K | 0.19% | 67 |
|
|
2024
Q1 | $8.63M | Buy |
33,878
+1,400
| +4% | +$357K | 0.22% | 67 |
|
|
2023
Q4 | $7.23M | Sell |
32,478
-405
| -1% | -$90.1K | 0.2% | 68 |
|
|
2023
Q3 | $6.83M | Sell |
32,883
-7,461
| -18% | -$1.55M | 0.21% | 69 |
|
|
2023
Q2 | $9.11M | Buy |
40,344
+6,324
| +19% | +$1.43M | 0.27% | 64 |
|
|
2023
Q1 | $6.8M | Buy |
34,020
+297
| +0.9% | +$59.4K | 0.22% | 69 |
|
|
2022
Q4 | $6.72M | Buy |
33,723
+527
| +2% | +$105K | 0.23% | 67 |
|
|
2022
Q3 | $6.23M | Buy |
33,196
+2,923
| +10% | +$549K | 0.25% | 62 |
|
|
2022
Q2 | $5.29M | Buy |
30,273
+3,041
| +11% | +$531K | 0.21% | 68 |
|
|
2022
Q1 | $5.51M | Buy |
27,232
+2,881
| +12% | +$583K | 0.23% | 51 |
|
|
2021
Q4 | $6.29M | Sell |
24,351
-32
| -0.1% | -$8.27K | 0.26% | 46 |
|
|
2021
Q3 | $4.95M | Buy |
24,383
+617
| +3% | +$125K | 0.23% | 49 |
|
|
2021
Q2 | $4.61M | Sell |
23,766
-808
| -3% | -$157K | 0.21% | 50 |
|
|
2021
Q1 | $4.67M | Sell |
24,574
-4,602
| -16% | -$875K | 0.23% | 48 |
|
|
2020
Q4 | $4.68M | Buy |
29,176
+4,880
| +20% | +$783K | 0.23% | 50 |
|
|
2020
Q3 | $4.03M | Sell |
24,296
-887
| -4% | -$147K | 0.23% | 53 |
|
|
2020
Q2 | $3.4M | Buy |
25,183
+7,775
| +45% | +$1.05M | 0.22% | 52 |
|
|
2020
Q1 | $1.5M | Buy |
17,408
+10,126
| +139% | +$871K | 0.12% | 88 |
|
|
2019
Q4 | $872K | Buy |
7,282
+1,595
| +28% | +$191K | 0.06% | 126 |
|
|
2019
Q3 | $625K | Buy |
5,687
+729
| +15% | +$80.1K | 0.05% | 140 |
|
|
2019
Q2 | $500K | Sell |
4,958
-632
| -11% | -$63.7K | 0.04% | 163 |
|
|
2019
Q1 | $612K | Sell |
5,590
-27
| -0.5% | -$2.96K | 0.05% | 142 |
|
|
2018
Q4 | $519K | Sell |
5,617
-625
| -10% | -$57.7K | 0.05% | 134 |
|
|
2018
Q3 | $717K | Sell |
6,242
-658
| -10% | -$75.6K | 0.06% | 122 |
|
|
2018
Q2 | $659K | Buy |
6,900
+76
| +1% | +$7.26K | 0.06% | 121 |
|
|
2018
Q1 | $599K | Buy |
6,824
+3,238
| +90% | +$284K | 0.06% | 124 |
|
|
2017
Q4 | $333K | Sell |
3,586
-411
| -10% | -$38.2K | 0.03% | 189 |
|
|
2017
Q3 | $320K | Sell |
3,997
-4,671
| -54% | -$374K | 0.04% | 179 |
|
|
2017
Q2 | $672K | Buy |
8,668
+179
| +2% | +$13.9K | 0.08% | 112 |
|
|
2017
Q1 | $698K | Buy |
8,489
+581
| +7% | +$47.8K | 0.09% | 99 |
|
|
2016
Q4 | $562K | Buy |
7,908
+379
| +5% | +$26.9K | 0.07% | 110 |
|
|
2016
Q3 | $544K | Buy |
7,529
+846
| +13% | +$61.1K | 0.08% | 109 |
|
|
2016
Q2 | $529K | Buy |
6,683
+238
| +4% | +$18.8K | 0.08% | 105 |
|
|
2016
Q1 | $488K | Buy |
6,445
+90
| +1% | +$6.82K | 0.08% | 110 |
|
|
2015
Q4 | $483K | Buy |
6,355
+143
| +2% | +$10.9K | 0.07% | 111 |
|
|
2015
Q3 | $428K | Buy |
6,212
+2,416
| +64% | +$166K | 0.08% | 113 |
|
|
2015
Q2 | $254K | Buy |
3,796
+190
| +5% | +$12.7K | 0.04% | 155 |
|
|
2015
Q1 | $268K | Buy |
3,606
+312
| +9% | +$23.2K | 0.04% | 156 |
|
|
2014
Q4 | $227K | Buy |
+3,294
| New | +$227K | 0.04% | 144 |
|
|
2014
Q2 | – | Sell |
-4,847
| Closed | -$238K | – | 152 |
|
|
2014
Q1 | $238K | Hold |
4,847
| – | – | 0.04% | 143 |
|
|
2013
Q4 | $240K | Buy |
4,847
+32
| +0.7% | +$1.58K | 0.04% | 139 |
|
|
2013
Q3 | $229K | Buy |
+4,815
| New | +$229K | 0.05% | 131 |
|