OCPWS
One Charles Private Wealth Services’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
1,349
+168
| +14% | +$37.3K | 0.08% | 119 |
|
|
2025
Q1 | $275K | Buy |
1,181
+125
| +12% | +$29.2K | 0.09% | 115 |
|
|
2024
Q4 | $261K | Hold |
1,056
| – | – | 0.09% | 122 |
|
|
2024
Q3 | $286K | Sell |
1,056
-7
| -0.7% | -$1.9K | 0.11% | 120 |
|
|
2024
Q2 | $234K | Hold |
1,063
| – | – | 0.1% | 132 |
|
|
2024
Q1 | $271K | Buy |
1,063
+24
| +2% | +$6.11K | 0.12% | 120 |
|
|
2023
Q4 | $231K | Sell |
1,039
-2
| -0.2% | -$445 | 0.12% | 126 |
|
|
2023
Q3 | $216K | Hold |
1,041
| – | – | 0.13% | 119 |
|
|
2023
Q2 | $235K | Sell |
1,041
-109
| -9% | -$24.6K | 0.14% | 115 |
|
|
2023
Q1 | $230K | Sell |
1,150
-6
| -0.5% | -$1.2K | 0.14% | 112 |
|
|
2022
Q4 | $230K | Sell |
1,156
-36
| -3% | -$7.17K | 0.15% | 104 |
|
|
2022
Q3 | $224K | Buy |
+1,192
| New | +$224K | 0.15% | 107 |
|
|
2022
Q2 | – | Sell |
-1,215
| Closed | -$246K | – | 121 |
|
|
2022
Q1 | $246K | Sell |
1,215
-20
| -2% | -$4.05K | 0.15% | 102 |
|
|
2021
Q4 | $319K | Buy |
1,235
+40
| +3% | +$10.3K | 0.18% | 87 |
|
|
2021
Q3 | $242K | Hold |
1,195
| – | – | 0.14% | 107 |
|
|
2021
Q2 | $232K | Buy |
+1,195
| New | +$232K | 0.16% | 101 |
|