HWA
Heartwood 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 | $1.12M | Buy |
5,045
+232
| +5% | +$51.5K | 0.12% | 74 |
|
|
2025
Q1 | $1.12M | Sell |
4,813
-19
| -0.4% | -$4.43K | 0.13% | 68 |
|
|
2024
Q4 | $1.19M | Buy |
4,832
+5
| +0.1% | +$1.23K | 0.13% | 57 |
|
|
2024
Q3 | $1.31M | Hold |
4,827
| – | – | 0.14% | 51 |
|
|
2024
Q2 | $1.06M | Buy |
4,827
+1,587
| +49% | +$350K | 0.13% | 58 |
|
|
2024
Q1 | $825K | Sell |
3,240
-23
| -0.7% | -$5.86K | 0.1% | 74 |
|
|
2023
Q4 | $726K | Hold |
3,263
| – | – | 0.1% | 68 |
|
|
2023
Q3 | $678K | Buy |
3,263
+57
| +2% | +$11.8K | 0.1% | 69 |
|
|
2023
Q2 | $724K | Buy |
3,206
+115
| +4% | +$26K | 0.1% | 69 |
|
|
2023
Q1 | $618K | Sell |
3,091
-126
| -4% | -$25.2K | 0.09% | 70 |
|
|
2022
Q4 | $641K | Buy |
3,217
+1,006
| +45% | +$200K | 0.1% | 72 |
|
|
2022
Q3 | $415K | Sell |
2,211
-10
| -0.5% | -$1.88K | 0.07% | 77 |
|
|
2022
Q2 | $388K | Hold |
2,221
| – | – | 0.06% | 83 |
|
|
2022
Q1 | $449K | Hold |
2,221
| – | – | 0.07% | 81 |
|
|
2021
Q4 | $574K | Hold |
2,221
| – | – | 0.09% | 61 |
|
|
2021
Q3 | $451K | Buy |
2,221
+10
| +0.5% | +$2.03K | 0.07% | 64 |
|
|
2021
Q2 | $429K | Hold |
2,211
| – | – | 0.07% | 66 |
|
|
2021
Q1 | $420K | Buy |
2,211
+80
| +4% | +$15.2K | 0.07% | 60 |
|
|
2020
Q4 | $342K | Sell |
2,131
-25
| -1% | -$4.01K | 0.06% | 66 |
|
|
2020
Q3 | $358K | Buy |
+2,156
| New | +$358K | 0.07% | 58 |
|