MSWM
Mowery & Schoenfeld 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 | $396K | Sell |
1,785
-19
| -1% | -$4.22K | 0.6% | 29 |
|
|
2025
Q1 | $421K | Sell |
1,804
-6
| -0.3% | -$1.4K | 0.82% | 31 |
|
|
2024
Q4 | $447K | Sell |
1,810
-35
| -2% | -$8.64K | 0.87% | 26 |
|
|
2024
Q3 | $527K | Sell |
1,845
-108
| -6% | -$30.8K | 0.83% | 20 |
|
|
2024
Q2 | $431K | Buy |
1,953
+204
| +12% | +$45K | 0.62% | 22 |
|
|
2024
Q1 | $446K | Buy |
1,749
+389
| +29% | +$99.1K | 0.86% | 20 |
|
|
2023
Q4 | $303K | Buy |
+1,360
| New | +$303K | 0.61% | 23 |
|