Heritage Wealth Management (Ohio)’s Lowe's Companies LOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,063
Closed -$262K 235
2024
Q4
$262K Hold
1,063
0.09% 199
2024
Q3
$288K Buy
1,063
+1
+0.1% +$271 0.09% 188
2024
Q2
$227K Buy
+1,062
New +$227K 0.08% 205