Lyell Wealth Management’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
Q2 | $1.59M | Buy |
7,183
+1,940
| +37% | +$430K | 0.13% | 97 |
|
|
2025
Q1 | $1.22M | Buy |
5,243
+917
| +21% | +$214K | 0.11% | 109 |
|
|
2024
Q4 | $1.07M | Buy |
4,326
+6
| +0.1% | +$1.48K | 0.1% | 117 |
|
|
2024
Q3 | $1.17M | Hold |
4,320
| – | – | 0.11% | 115 |
|
|
2024
Q2 | $952K | Buy |
4,320
+83
| +2% | +$18.3K | 0.09% | 115 |
|
|
2024
Q1 | $1.08M | Sell |
4,237
-296
| -7% | -$75.4K | 0.11% | 111 |
|
|
2023
Q4 | $1.01M | Buy |
4,533
+2,350
| +108% | +$523K | 0.11% | 112 |
|
|
2023
Q3 | $454K | Hold |
2,183
| – | – | 0.06% | 129 |
|
|
2023
Q2 | $493K | Sell |
2,183
-3
| -0.1% | -$677 | 0.06% | 134 |
|
|
2023
Q1 | $437K | Sell |
2,186
-9
| -0.4% | -$1.8K | 0.06% | 145 |
|
|
2022
Q4 | $437K | Hold |
2,195
| – | – | 0.07% | 141 |
|
|
2022
Q3 | $412K | Sell |
2,195
-22
| -1% | -$4.13K | 0.07% | 138 |
|
|
2022
Q2 | $387K | Sell |
2,217
-98
| -4% | -$17.1K | 0.06% | 147 |
|
|
2022
Q1 | $468K | Buy |
2,315
+431
| +23% | +$87.1K | 0.06% | 141 |
|
|
2021
Q4 | $487K | Hold |
1,884
| – | – | 0.06% | 136 |
|
|
2021
Q3 | $382K | Hold |
1,884
| – | – | 0.05% | 142 |
|
|
2021
Q2 | $365K | Buy |
1,884
+230
| +14% | +$44.6K | 0.05% | 151 |
|
|
2021
Q1 | $315K | Buy |
1,654
+33
| +2% | +$6.29K | 0.05% | 149 |
|
|
2020
Q4 | $260K | Buy |
1,621
+21
| +1% | +$3.37K | 0.04% | 146 |
|
|
2020
Q3 | $265K | Hold |
1,600
| – | – | 0.05% | 116 |
|
|
2020
Q2 | $216K | Buy |
+1,600
| New | +$216K | 0.05% | 116 |
|