GW & Wade’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.86M | Buy |
17,358
+2,594
| +18% | +$526K | 0.13% | 121 |
|
|
2023
Q3 | $3.07M | Buy |
14,764
+1,533
| +12% | +$345K | 0.11% | 126 |
|
|
2023
Q2 | $2.99M | Sell |
13,231
-982
| -7% | -$204K | 0.11% | 129 |
|
|
2023
Q1 | $2.84M | Buy |
14,213
+87
| +0.6% | +$17.7K | 0.11% | 125 |
|
|
2022
Q4 | $2.81M | Buy |
14,126
+2,030
| +17% | +$406K | 0.12% | 122 |
|
|
2022
Q3 | $2.27M | Buy |
12,096
+903
| +8% | +$176K | 0.11% | 125 |
|
|
2022
Q2 | $1.96M | Sell |
11,193
-94
| -0.8% | -$18.1K | 0.09% | 142 |
|
|
2022
Q1 | $2.28M | Sell |
11,287
-178
| -2% | -$40.9K | 0.1% | 124 |
|
|
2021
Q4 | $2.96M | Sell |
11,465
-250
| -2% | -$59.4K | 0.13% | 111 |
|
|
2021
Q3 | $2.38M | Buy |
11,715
+1,521
| +15% | +$303K | 0.11% | 119 |
|
|
2021
Q2 | $1.98M | Buy |
10,194
+1,248
| +14% | +$244K | 0.1% | 135 |
|
|
2021
Q1 | $1.7M | Buy |
8,946
+2,815
| +46% | +$483K | 0.09% | 130 |
|
|
2020
Q4 | $984K | Buy |
6,131
+1,926
| +46% | +$313K | 0.06% | 140 |
|
|
2020
Q3 | $697K | Sell |
4,205
-262
| -6% | -$40.3K | 0.05% | 133 |
|
|
2020
Q2 | $604K | Buy |
4,467
+838
| +23% | +$95.7K | 0.05% | 137 |
|
|
2020
Q1 | $312K | Buy |
3,629
+1,705
| +89% | +$186K | 0.03% | 170 |
|
|
2019
Q4 | $230K | Buy |
+1,924
| New | +$220K | 0.02% | 217 |
|
|
2019
Q2 | – | Sell |
-4,314
| Closed | -$472K | – | 239 |
|
|
2019
Q1 | $472K | Buy |
4,314
+147
| +4% | +$14.7K | 0.04% | 147 |
|
|
2018
Q4 | $385K | Sell |
4,167
-13
| -0.3% | -$1.25K | 0.04% | 155 |
|
|
2018
Q3 | $480K | Sell |
4,180
-487
| -10% | -$50.7K | 0.05% | 147 |
|
|
2018
Q2 | $446K | Sell |
4,667
-159
| -3% | -$14.4K | 0.05% | 152 |
|
|
2018
Q1 | $423K | Buy |
4,826
+2
| +0% | +$189 | 0.05% | 154 |
|
|
2017
Q4 | $448K | Sell |
4,824
-312
| -6% | -$25.8K | 0.05% | 143 |
|
|
2017
Q3 | $411K | Buy |
5,136
+3
| +0.1% | +$230 | 0.05% | 161 |
|
|
2017
Q2 | $398K | Buy |
5,133
+55
| +1% | +$4.5K | 0.05% | 160 |
|
|
2017
Q1 | $417K | Buy |
5,078
+180
| +4% | +$13.8K | 0.05% | 157 |
|
|
2016
Q4 | $348K | Sell |
4,898
-299
| -6% | -$21.2K | 0.06% | 160 |
|
|
2016
Q3 | $375K | Buy |
5,197
+157
| +3% | +$12.2K | 0.07% | 147 |
|
|
2016
Q2 | $399K | Buy |
5,040
+515
| +11% | +$39.8K | 0.07% | 158 |
|
|
2016
Q1 | $343K | Buy |
4,525
+175
| +4% | +$12.3K | 0.07% | 151 |
|
|
2015
Q4 | $331K | Sell |
4,350
-46
| -1% | -$3.42K | 0.07% | 151 |
|
|
2015
Q3 | $303K | Buy |
+4,396
| New | +$302K | 0.07% | 160 |
|
Other funds holding LOW
GW & Wade's LOW Position: Q4 2023 in Review
GW & Wade increased its Lowe's Companies (LOW) stake by 18% in Q4 2023, buying an estimated $526K and bringing the position to 17,358 shares worth $3.86M. The position accounts for 0.13% of the portfolio, ranked #121.
GW & Wade first reported a position in LOW in Q3 2015 and has held it in 32 quarters since. 2,456 funds tracked by Wall St. Rank hold LOW as of Q4 2023.
- GW & Wade held 17,358 shares of Lowe's Companies worth $3.86M as of Q4 2023.
- GW & Wade bought 2,594 Lowe's Companies shares in Q4 2023, an estimated $526K.
- Lowe's Companies made up 0.13% of GW & Wade's portfolio in Q4 2023, its #121 holding.
- GW & Wade first reported a position in Lowe's Companies in Q3 2015 and has held it in 32 quarters since.
- 2,456 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.
Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.