IFWM
LOW icon

Institute for Wealth Management’s Lowe's Companies LOW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.14M Sell
9,640
-638
-6% -$142K 0.24% 89
2025
Q1
$2.4M Sell
10,278
-1
-0% -$233 0.31% 74
2024
Q4
$2.54M Sell
10,279
-111
-1% -$27.4K 0.32% 66
2024
Q3
$2.81M Sell
10,390
-247
-2% -$66.9K 0.36% 57
2024
Q2
$2.34M Buy
10,637
+1,004
+10% +$221K 0.31% 68
2024
Q1
$2.45M Sell
9,633
-39
-0.4% -$9.93K 0.32% 63
2023
Q4
$2.15M Sell
9,672
-61
-0.6% -$13.6K 0.35% 66
2023
Q3
$2.02M Sell
9,733
-132
-1% -$27.4K 0.36% 64
2023
Q2
$2.23M Sell
9,865
-53
-0.5% -$12K 0.38% 56
2023
Q1
$1.98M Sell
9,918
-25
-0.3% -$5K 0.38% 63
2022
Q4
$1.98M Sell
9,943
-646
-6% -$129K 0.42% 59
2022
Q3
$1.99M Sell
10,589
-253
-2% -$47.5K 0.45% 48
2022
Q2
$1.89M Buy
10,842
+144
+1% +$25.2K 0.37% 61
2022
Q1
$2.16M Buy
10,698
+6
+0.1% +$1.21K 0.35% 68
2021
Q4
$2.76M Sell
10,692
-83
-0.8% -$21.5K 0.45% 50
2021
Q3
$2.19M Buy
10,775
+33
+0.3% +$6.7K 0.38% 61
2021
Q2
$2.08M Buy
10,742
+354
+3% +$68.7K 0.37% 66
2021
Q1
$1.98M Buy
10,388
+599
+6% +$114K 0.38% 66
2020
Q4
$1.57M Buy
9,789
+101
+1% +$16.2K 0.31% 80
2020
Q3
$1.61M Sell
9,688
-394
-4% -$65.4K 0.37% 61
2020
Q2
$1.36M Buy
10,082
+787
+8% +$106K 0.33% 80
2020
Q1
$800K Sell
9,295
-119
-1% -$10.2K 0.25% 107
2019
Q4
$1.13M Buy
9,414
+69
+0.7% +$8.26K 0.25% 105
2019
Q3
$1.03M Sell
9,345
-81
-0.9% -$8.91K 0.26% 107
2019
Q2
$951K Sell
9,426
-213
-2% -$21.5K 0.21% 138
2019
Q1
$1.06M Buy
+9,639
New +$1.06M 0.23% 120
2018
Q1
Sell
-9,655
Closed -$902K 338
2017
Q4
$902K Sell
9,655
-426
-4% -$39.8K 0.21% 146
2017
Q3
$802K Buy
10,081
+222
+2% +$17.7K 0.26% 134
2017
Q2
$767K Buy
+9,859
New +$767K 0.21% 151