NWM
Nicola Wealth Management’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,000
| Closed | -$6.42M | – | 120 |
|
|
2024
Q4 | $6.42M | Hold |
26,000
| – | – | 0.61% | 50 |
|
|
2024
Q3 | $7.04M | Hold |
26,000
| – | – | 0.56% | 49 |
|
|
2024
Q2 | $5.73M | Hold |
26,000
| – | – | 0.51% | 49 |
|
|
2024
Q1 | $6.62M | Hold |
26,000
| – | – | 0.64% | 44 |
|
|
2023
Q4 | $5.79M | Hold |
26,000
| – | – | 0.61% | 48 |
|
|
2023
Q3 | $5.4M | Sell |
26,000
-4,000
| -13% | -$831K | 0.58% | 49 |
|
|
2023
Q2 | $6.77M | Hold |
30,000
| – | – | 0.67% | 45 |
|
|
2023
Q1 | $6M | Sell |
30,000
-27,600
| -48% | -$5.52M | 0.59% | 50 |
|
|
2022
Q4 | $11.5M | Buy |
57,600
+3,400
| +6% | +$677K | 1.16% | 30 |
|
|
2022
Q3 | $10.2M | Hold |
54,200
| – | – | 1.12% | 33 |
|
|
2022
Q2 | $9.47M | Buy |
54,200
+8,500
| +19% | +$1.48M | 0.9% | 40 |
|
|
2022
Q1 | $9.24M | Buy |
45,700
+3,200
| +8% | +$647K | 0.81% | 46 |
|
|
2021
Q4 | $11M | Sell |
42,500
-9,500
| -18% | -$2.46M | 1.03% | 38 |
|
|
2021
Q3 | $10.5M | Hold |
52,000
| – | – | 1.09% | 36 |
|
|
2021
Q2 | $10.1M | Hold |
52,000
| – | – | 1.03% | 41 |
|
|
2021
Q1 | $9.89M | Sell |
52,000
-5,000
| -9% | -$951K | 1.11% | 38 |
|
|
2020
Q4 | $9.15M | Buy |
57,000
+15,000
| +36% | +$2.41M | 1.14% | 35 |
|
|
2020
Q3 | $6.97M | Sell |
42,000
-61,700
| -59% | -$10.2M | 0.99% | 43 |
|
|
2020
Q2 | $14M | Buy |
103,700
+22,300
| +27% | +$3.01M | 1.94% | 11 |
|
|
2020
Q1 | $7M | Buy |
81,400
+21,400
| +36% | +$1.84M | 1.05% | 36 |
|
|
2019
Q4 | $7.19M | Buy |
+60,000
| New | +$7.19M | 1.08% | 33 |
|
|
2018
Q3 | – | Sell |
-20,000
| Closed | -$1.91M | – | 98 |
|
|
2018
Q2 | $1.91M | Hold |
20,000
| – | – | 0.37% | 88 |
|
|
2018
Q1 | $1.76M | Buy |
+20,000
| New | +$1.76M | 0.35% | 96 |
|