Heritage Wealth Management (Arizona)’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.78M | Sell |
8,056
-859
| -10% | -$189K | 0.99% | 20 |
|
|
2024
Q1 | $2.27M | Buy |
8,915
+69
| +0.8% | +$17.6K | 1.16% | 16 |
|
|
2023
Q4 | $1.97M | Buy |
+8,846
| New | +$1.97M | 1.07% | 19 |
|
|
2022
Q4 | $5.34M | Buy |
26,816
+14,652
| +120% | +$2.92M | 0.76% | 24 |
|
|
2022
Q3 | $2.29M | Sell |
12,164
-44
| -0.4% | -$8.27K | 0.73% | 24 |
|
|
2022
Q2 | $2.13M | Buy |
12,208
+21
| +0.2% | +$3.67K | 0.71% | 27 |
|
|
2022
Q1 | $2.46M | Buy |
+12,187
| New | +$2.46M | 0.67% | 26 |
|
|
2021
Q3 | $1.97M | Buy |
9,716
+1,220
| +14% | +$247K | 0.7% | 26 |
|
|
2021
Q2 | $1.65M | Buy |
8,496
+576
| +7% | +$112K | 0.62% | 28 |
|
|
2021
Q1 | $1.51M | Buy |
+7,920
| New | +$1.51M | 0.85% | 25 |
|