LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.2M | Sell |
334,635
-2,865
| -0.8% | -$636K | 0.66% | 37 |
|
|
2025
Q1 | $73.5M | Sell |
337,500
-10,214
| -3% | -$2.22M | 0.72% | 35 |
|
|
2024
Q4 | $93.3M | Sell |
347,714
-2,209
| -0.6% | -$593K | 0.8% | 34 |
|
|
2024
Q3 | $95M | Sell |
349,923
-1,611
| -0.5% | -$437K | 0.85% | 34 |
|
|
2024
Q2 | $84.7M | Sell |
351,534
-1,071
| -0.3% | -$258K | 0.78% | 33 |
|
|
2024
Q1 | $81.5M | Buy |
352,605
+5,710
| +2% | +$1.32M | 0.81% | 34 |
|
|
2023
Q4 | $73.8M | Buy |
346,895
+8,509
| +3% | +$1.81M | 0.73% | 33 |
|
|
2023
Q3 | $65.8M | Buy |
338,386
+44,312
| +15% | +$8.61M | 0.74% | 34 |
|
|
2023
Q2 | $66.4M | Buy |
294,074
+28,059
| +11% | +$6.33M | 0.71% | 36 |
|
|
2023
Q1 | $53.2M | Buy |
266,015
+1,260
| +0.5% | +$252K | 0.61% | 38 |
|
|
2022
Q4 | $52.7M | Sell |
264,755
-27,136
| -9% | -$5.41M | 0.65% | 38 |
|
|
2022
Q3 | $54.8M | Sell |
291,891
-456
| -0.2% | -$85.6K | 0.71% | 37 |
|
|
2022
Q2 | $51.1M | Buy |
292,347
+3,402
| +1% | +$594K | 0.63% | 39 |
|
|
2022
Q1 | $58.4M | Buy |
288,945
+16,549
| +6% | +$3.35M | 0.6% | 41 |
|
|
2021
Q4 | $70.4M | Sell |
272,396
-565
| -0.2% | -$146K | 0.65% | 38 |
|
|
2021
Q3 | $55.4M | Sell |
272,961
-2,567
| -0.9% | -$521K | 0.55% | 41 |
|
|
2021
Q2 | $53.4M | Buy |
275,528
+2,360
| +0.9% | +$458K | 0.54% | 42 |
|
|
2021
Q1 | $52M | Buy |
273,168
+5,125
| +2% | +$975K | 0.57% | 42 |
|
|
2020
Q4 | $43M | Buy |
268,043
+4,024
| +2% | +$646K | 0.48% | 45 |
|
|
2020
Q3 | $43.8M | Buy |
264,019
+11,524
| +5% | +$1.91M | 0.55% | 41 |
|
|
2020
Q2 | $34.1M | Sell |
252,495
-12,530
| -5% | -$1.69M | 0.47% | 43 |
|
|
2020
Q1 | $22.8M | Sell |
265,025
-17,528
| -6% | -$1.51M | 0.38% | 48 |
|
|
2019
Q4 | $33.8M | Sell |
282,553
-6,645
| -2% | -$796K | 0.46% | 46 |
|
|
2019
Q3 | $31.8M | Sell |
289,198
-10,222
| -3% | -$1.12M | 0.46% | 46 |
|
|
2019
Q2 | $30.2M | Sell |
299,420
-1,910
| -0.6% | -$193K | 0.44% | 48 |
|
|
2019
Q1 | $33M | Sell |
301,330
-2,684
| -0.9% | -$294K | 0.5% | 47 |
|
|
2018
Q4 | $28.1M | Buy |
304,014
+534
| +0.2% | +$49.3K | 0.51% | 46 |
|
|
2018
Q3 | $34.8M | Buy |
303,480
+3,329
| +1% | +$382K | 0.55% | 43 |
|
|
2018
Q2 | $28.7M | Buy |
300,151
+2,170
| +0.7% | +$207K | 0.5% | 48 |
|
|
2018
Q1 | $26.1M | Buy |
297,981
+13,957
| +5% | +$1.22M | 0.48% | 49 |
|
|
2017
Q4 | $26.4M | Buy |
284,024
+32,730
| +13% | +$3.04M | 0.48% | 48 |
|
|
2017
Q3 | $20.1M | Buy |
251,294
+200,202
| +392% | +$16M | 0.39% | 54 |
|
|
2017
Q2 | $3.96M | Buy |
51,092
+27,045
| +112% | +$2.09M | 0.08% | 96 |
|
|
2017
Q1 | $1.98M | Hold |
24,047
| – | – | 0.04% | 118 |
|
|
2016
Q4 | $1.71M | Sell |
24,047
-2,625
| -10% | -$187K | 0.04% | 121 |
|
|
2016
Q3 | $1.93M | Sell |
26,672
-15
| -0.1% | -$1.08K | 0.04% | 117 |
|
|
2016
Q2 | $2.11M | Buy |
26,687
+193
| +0.7% | +$15.3K | 0.05% | 116 |
|
|
2016
Q1 | $2.01M | Hold |
26,494
| – | – | 0.05% | 117 |
|
|
2015
Q4 | $2.02M | Sell |
26,494
-125
| -0.5% | -$9.51K | 0.05% | 118 |
|
|
2015
Q3 | $1.78M | Hold |
26,619
| – | – | 0.05% | 117 |
|
|
2015
Q2 | $1.78M | Sell |
26,619
-1,250
| -4% | -$83.7K | 0.05% | 117 |
|
|
2015
Q1 | $2.07M | Buy |
27,869
+10
| +0% | +$744 | 0.05% | 110 |
|
|
2014
Q4 | $1.92M | Sell |
27,859
-685
| -2% | -$47.1K | 0.05% | 115 |
|
|
2014
Q3 | $1.51M | Hold |
28,544
| – | – | 0.04% | 121 |
|
|
2014
Q2 | $1.37M | Buy |
28,544
+2,490
| +10% | +$120K | 0.04% | 128 |
|
|
2014
Q1 | $1.27M | Sell |
26,054
-100
| -0.4% | -$4.89K | 0.03% | 132 |
|
|
2013
Q4 | $1.3M | Hold |
26,154
| – | – | 0.04% | 132 |
|
|
2013
Q3 | $1.25M | Buy |
26,154
+2,400
| +10% | +$114K | 0.04% | 135 |
|
|
2013
Q2 | $972K | Buy |
+23,754
| New | +$972K | 0.03% | 150 |
|