MWM
Modera 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 | $62.1M | Sell |
280,034
-3,661
| -1% | -$812K | 0.77% | 33 |
|
|
2025
Q1 | $66.2M | Sell |
283,695
-4,803
| -2% | -$1.12M | 0.9% | 30 |
|
|
2024
Q4 | $71.2M | Sell |
288,498
-2,191
| -0.8% | -$541K | 0.86% | 30 |
|
|
2024
Q3 | $78.7M | Sell |
290,689
-7,472
| -3% | -$2.02M | 1% | 24 |
|
|
2024
Q2 | $65.7M | Sell |
298,161
-7,987
| -3% | -$1.76M | 0.97% | 29 |
|
|
2024
Q1 | $78M | Sell |
306,148
-21,700
| -7% | -$5.53M | 1.19% | 21 |
|
|
2023
Q4 | $73M | Buy |
327,848
+14,390
| +5% | +$3.2M | 1.21% | 22 |
|
|
2023
Q3 | $65.1M | Sell |
313,458
-5,390
| -2% | -$1.12M | 1.23% | 22 |
|
|
2023
Q2 | $72M | Buy |
318,848
+303,575
| +1,988% | +$68.5M | 1.31% | 19 |
|
|
2023
Q1 | $3.05M | Sell |
15,273
-10
| -0.1% | -$2K | 0.12% | 75 |
|
|
2022
Q4 | $3.04M | Buy |
15,283
+267
| +2% | +$53.2K | 0.12% | 77 |
|
|
2022
Q3 | $2.82M | Sell |
15,016
-60
| -0.4% | -$11.3K | 0.14% | 76 |
|
|
2022
Q2 | $2.63M | Sell |
15,076
-26
| -0.2% | -$4.54K | 0.13% | 82 |
|
|
2022
Q1 | $3.05M | Sell |
15,102
-1,141
| -7% | -$231K | 0.14% | 78 |
|
|
2021
Q4 | $4.2M | Buy |
16,243
+1,233
| +8% | +$319K | 0.16% | 67 |
|
|
2021
Q3 | $3.05M | Hold |
15,010
| – | – | 0.16% | 56 |
|
|
2021
Q2 | $2.91M | Buy |
15,010
+67
| +0.4% | +$13K | 0.16% | 56 |
|
|
2021
Q1 | $2.84M | Buy |
14,943
+1,052
| +8% | +$200K | 0.18% | 51 |
|
|
2020
Q4 | $2.23M | Buy |
13,891
+39
| +0.3% | +$6.26K | 0.18% | 57 |
|
|
2020
Q3 | $2.3M | Buy |
13,852
+1
| +0% | +$166 | 0.34% | 29 |
|
|
2020
Q2 | $1.87M | Sell |
13,851
-1,024
| -7% | -$138K | 0.3% | 34 |
|
|
2020
Q1 | $1.28M | Buy |
14,875
+11,021
| +286% | +$948K | 0.27% | 43 |
|
|
2019
Q4 | $461K | Buy |
3,854
+123
| +3% | +$14.7K | 0.07% | 83 |
|
|
2019
Q3 | $410K | Buy |
3,731
+2
| +0.1% | +$220 | 0.07% | 88 |
|
|
2019
Q2 | $376K | Buy |
3,729
+2
| +0.1% | +$202 | 0.07% | 90 |
|
|
2019
Q1 | $408K | Buy |
3,727
+3
| +0.1% | +$328 | 0.08% | 84 |
|
|
2018
Q4 | $344K | Buy |
3,724
+2
| +0.1% | +$185 | 0.07% | 87 |
|
|
2018
Q3 | $427K | Buy |
3,722
+127
| +4% | +$14.6K | 0.09% | 82 |
|
|
2018
Q2 | $344K | Sell |
3,595
-44
| -1% | -$4.21K | 0.07% | 89 |
|
|
2018
Q1 | $319K | Buy |
3,639
+3
| +0.1% | +$263 | 0.07% | 92 |
|
|
2017
Q4 | $338K | Sell |
3,636
-193
| -5% | -$17.9K | 0.07% | 89 |
|
|
2017
Q3 | $306K | Sell |
3,829
-185
| -5% | -$14.8K | 0.07% | 99 |
|
|
2017
Q2 | $311K | Sell |
4,014
-913
| -19% | -$70.7K | 0.08% | 86 |
|
|
2017
Q1 | $405K | Buy |
4,927
+15
| +0.3% | +$1.23K | 0.1% | 72 |
|
|
2016
Q4 | $349K | Buy |
4,912
+15
| +0.3% | +$1.07K | 0.12% | 78 |
|
|
2016
Q3 | $354K | Buy |
4,897
+403
| +9% | +$29.1K | 0.12% | 74 |
|
|
2016
Q2 | $356K | Sell |
4,494
-191
| -4% | -$15.1K | 0.12% | 69 |
|
|
2016
Q1 | $355K | Buy |
+4,685
| New | +$355K | 0.12% | 71 |
|