Monterey Private Wealth’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
Q1 | $272K | Buy |
1,164
+4
| +0.3% | +$933 | 0.08% | 101 |
|
|
2024
Q4 | $286K | Hold |
1,160
| – | – | 0.09% | 99 |
|
|
2024
Q3 | $314K | Buy |
1,160
+8
| +0.7% | +$2.17K | 0.11% | 92 |
|
|
2024
Q2 | $254K | Buy |
1,152
+251
| +28% | +$55.3K | 0.09% | 100 |
|
|
2024
Q1 | $229K | Buy |
+901
| New | +$229K | 0.09% | 97 |
|
|
2023
Q3 | – | Sell |
-950
| Closed | -$214K | – | 100 |
|
|
2023
Q2 | $214K | Buy |
+950
| New | +$214K | 0.1% | 99 |
|
|
2022
Q3 | – | Sell |
-1,157
| Closed | -$202K | – | 105 |
|
|
2022
Q2 | $202K | Buy |
1,157
+68
| +6% | +$11.9K | 0.12% | 99 |
|
|
2022
Q1 | $228K | Buy |
1,089
+1
| +0.1% | +$209 | 0.11% | 107 |
|
|
2021
Q4 | $281K | Hold |
1,088
| – | – | 0.14% | 90 |
|
|
2021
Q3 | $222K | Buy |
1,088
+1
| +0.1% | +$204 | 0.12% | 92 |
|
|
2021
Q2 | $211K | Buy |
+1,087
| New | +$211K | 0.12% | 95 |
|