LWM
Liberty Wealth Management’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-813
| Closed | -$220K | – | 234 |
|
|
2024
Q3 | $220K | Sell |
813
-18,499
| -96% | -$5.01M | 0.04% | 197 |
|
|
2024
Q2 | $218K | Buy |
19,312
+18,364
| +1,937% | +$207K | 0.04% | 185 |
|
|
2024
Q1 | $242K | Buy |
948
+3
| +0.3% | +$766 | 0.05% | 162 |
|
|
2023
Q4 | $210K | Sell |
945
-450
| -32% | -$100K | 0.05% | 157 |
|
|
2023
Q3 | $290K | Sell |
1,395
-122
| -8% | -$25.4K | 0.07% | 134 |
|
|
2023
Q2 | $342K | Sell |
1,517
-1,086
| -42% | -$245K | 0.08% | 124 |
|
|
2023
Q1 | $513K | Buy |
+2,603
| New | +$513K | 0.11% | 125 |
|
|
2022
Q3 | $264K | Buy |
1,408
+3
| +0.2% | +$563 | 0.07% | 120 |
|
|
2022
Q2 | $245K | Buy |
1,405
+2
| +0.1% | +$349 | 0.1% | 123 |
|
|
2022
Q1 | $283K | Buy |
1,403
+2
| +0.1% | +$403 | 0.1% | 114 |
|
|
2021
Q4 | $362 | Sell |
1,401
-485
| -26% | -$125 | 0.02% | 115 |
|
|
2021
Q3 | $395K | Buy |
1,886
+479
| +34% | +$100K | 0.14% | 92 |
|
|
2021
Q2 | $273K | Buy |
1,407
+19
| +1% | +$3.69K | 0.11% | 105 |
|
|
2021
Q1 | $226K | Hold |
1,388
| – | – | 0.11% | 98 |
|
|
2020
Q4 | $226K | Buy |
1,388
+107
| +8% | +$17.4K | 0.11% | 97 |
|
|
2020
Q3 | $212K | Sell |
1,281
-188
| -13% | -$31.1K | 0.13% | 90 |
|
|
2020
Q2 | $198K | Sell |
1,469
-81
| -5% | -$10.9K | 0.14% | 92 |
|
|
2020
Q1 | $133K | Sell |
1,550
-227
| -13% | -$19.5K | 0.12% | 113 |
|
|
2019
Q4 | $213K | Sell |
1,777
-27
| -1% | -$3.24K | 0.17% | 99 |
|
|
2019
Q3 | $198K | Buy |
1,804
+219
| +14% | +$24K | 0.19% | 98 |
|
|
2019
Q2 | $160K | Buy |
1,585
+6
| +0.4% | +$606 | 0.14% | 123 |
|
|
2019
Q1 | $172K | Buy |
1,579
+7
| +0.4% | +$763 | 0.13% | 96 |
|
|
2018
Q4 | $145K | Buy |
+1,572
| New | +$145K | 0.11% | 103 |
|