OWP
Obermeyer Wealth Partners’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Sell |
18,599
-293
| -2% | -$65K | 0.21% | 50 |
|
|
2025
Q1 | $4.41M | Sell |
18,892
-842
| -4% | -$196K | 0.24% | 50 |
|
|
2024
Q4 | $4.87M | Buy |
19,734
+716
| +4% | +$177K | 0.25% | 50 |
|
|
2024
Q3 | $5.15M | Sell |
19,018
-605
| -3% | -$164K | 0.28% | 50 |
|
|
2024
Q2 | $4.33M | Buy |
19,623
+169
| +0.9% | +$37.3K | 0.25% | 49 |
|
|
2024
Q1 | $4.96M | Buy |
19,454
+8,966
| +85% | +$2.28M | 0.29% | 45 |
|
|
2023
Q4 | $2.33M | Buy |
10,488
+33
| +0.3% | +$7.34K | 0.16% | 44 |
|
|
2023
Q3 | $2.17M | Buy |
10,455
+296
| +3% | +$61.5K | 0.16% | 41 |
|
|
2023
Q2 | $2.29M | Sell |
10,159
-124
| -1% | -$28K | 0.16% | 43 |
|
|
2023
Q1 | $2.06M | Sell |
10,283
-519
| -5% | -$104K | 0.15% | 48 |
|
|
2022
Q4 | $2.15M | Hold |
10,802
| – | – | 0.16% | 50 |
|
|
2022
Q3 | $2.03M | Buy |
10,802
+3,680
| +52% | +$691K | 0.16% | 48 |
|
|
2022
Q2 | $1.24M | Hold |
7,122
| – | – | 0.09% | 62 |
|
|
2022
Q1 | $1.44M | Sell |
7,122
-7,350
| -51% | -$1.49M | 0.09% | 65 |
|
|
2021
Q4 | $3.74M | Buy |
14,472
+158
| +1% | +$40.8K | 0.2% | 41 |
|
|
2021
Q3 | $2.9M | Sell |
14,314
-168
| -1% | -$34.1K | 0.16% | 47 |
|
|
2021
Q2 | $2.81M | Buy |
14,482
+18
| +0.1% | +$3.49K | 0.16% | 50 |
|
|
2021
Q1 | $2.75M | Buy |
14,464
+353
| +3% | +$67.1K | 0.17% | 49 |
|
|
2020
Q4 | $2.27M | Sell |
14,111
-313
| -2% | -$50.2K | 0.15% | 46 |
|
|
2020
Q3 | $2.39M | Sell |
14,424
-110
| -0.8% | -$18.2K | 0.18% | 44 |
|
|
2020
Q2 | $1.96M | Sell |
14,534
-142
| -1% | -$19.2K | 0.17% | 42 |
|
|
2020
Q1 | $1.26M | Sell |
14,676
-694
| -5% | -$59.7K | 0.14% | 44 |
|
|
2019
Q4 | $1.84M | Sell |
15,370
-14
| -0.1% | -$1.68K | 0.16% | 47 |
|
|
2019
Q3 | $1.69M | Buy |
15,384
+545
| +4% | +$59.9K | 0.16% | 47 |
|
|
2019
Q2 | $1.5M | Hold |
14,839
| – | – | 0.13% | 49 |
|
|
2019
Q1 | $1.62M | Sell |
14,839
-750
| -5% | -$82.1K | 0.15% | 47 |
|
|
2018
Q4 | $1.44M | Buy |
15,589
+130
| +0.8% | +$12K | 0.15% | 46 |
|
|
2018
Q3 | $1.78M | Sell |
15,459
-23
| -0.1% | -$2.64K | 0.15% | 44 |
|
|
2018
Q2 | $1.48M | Sell |
15,482
-1,287
| -8% | -$123K | 0.13% | 49 |
|
|
2018
Q1 | $1.47M | Sell |
16,769
-186,061
| -92% | -$16.3M | 0.13% | 43 |
|
|
2017
Q4 | $18.9M | Sell |
202,830
-3,735
| -2% | -$347K | 1.64% | 24 |
|
|
2017
Q3 | $16.5M | Sell |
206,565
-2,980
| -1% | -$238K | 1.43% | 27 |
|
|
2017
Q2 | $16.2M | Sell |
209,545
-3,432
| -2% | -$266K | 1.44% | 26 |
|
|
2017
Q1 | $17.5M | Sell |
212,977
-13,775
| -6% | -$1.13M | 1.61% | 24 |
|
|
2016
Q4 | $16.1M | Sell |
226,752
-8,435
| -4% | -$600K | 1.54% | 24 |
|
|
2016
Q3 | $17M | Sell |
235,187
-1,449
| -0.6% | -$105K | 1.63% | 22 |
|
|
2016
Q2 | $18.7M | Sell |
236,636
-36,173
| -13% | -$2.86M | 1.86% | 22 |
|
|
2016
Q1 | $20.7M | Sell |
272,809
-208
| -0.1% | -$15.8K | 1.92% | 21 |
|
|
2015
Q4 | $20.8M | Sell |
273,017
-9,180
| -3% | -$698K | 1.89% | 20 |
|
|
2015
Q3 | $19.4M | Sell |
282,197
-1,001
| -0.4% | -$69K | 2.05% | 18 |
|
|
2015
Q2 | $19M | Sell |
283,198
-4,750
| -2% | -$318K | 1.62% | 22 |
|
|
2015
Q1 | $21.4M | Sell |
287,948
-75,049
| -21% | -$5.58M | 1.75% | 20 |
|
|
2014
Q4 | $25M | Buy |
+362,997
| New | +$25M | 2.26% | 8 |
|