Laidlaw Wealth Management’s Lowe's Companies LOW Stock Holding History

Laidlaw Wealth Management’s Portfolio LOW Stock Details LOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,175	Closed	-$262K	–	209
2023 Q4	$262K	Sell	1,175 -33	-3%	-$6.69K	0.1%	201
2023 Q3	$251K	Sell	1,208 -7	-0.6%	-$1.57K	0.08%	223
2023 Q2	$274K	Buy	1,215 +2	+0.2%	+$416	0.05%	274
2023 Q1	$243K	Buy	1,213 +1	+0.1%	+$203	0.05%	294
2022 Q4	$241K	Buy	1,212 +2	+0.2%	+$400	0.05%	300
2022 Q3	$227K	Buy	1,210 +26	+2%	+$5.06K	0.05%	280
2022 Q2	$207K	Buy	1,184 +11	+0.9%	+$2.12K	0.04%	340
2022 Q1	$237K	Sell	1,173 -156	-12%	-$35.9K	0.04%	338
2021 Q4	$344K	Buy	+1,329	New	+$316K	0.06%	281
2021 Q1	–	Sell	-1,435	Closed	-$230K	–	299
2020 Q4	$230K	Buy	+1,435	New	+$233K	0.05%	314

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Laidlaw Wealth Management's LOW Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 1,175 shares — an estimated $262K sold.

Laidlaw Wealth Management first reported a position in LOW in Q4 2020 and held it in 10 quarters. The position peaked at $344K in Q4 2021. 2,501 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

Laidlaw Wealth Management reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 1,175 Lowe's Companies shares in Q1 2024, an estimated $262K.
Laidlaw Wealth Management first reported a position in Lowe's Companies in Q4 2020 and held it in 10 quarters.
Laidlaw Wealth Management's Lowe's Companies position peaked at $344K in Q4 2021.
2,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.