OWM
OneAscent Wealth Management’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,548
| Closed | -$419K | – | 178 |
|
|
2024
Q3 | $419K | Buy |
+1,548
| New | +$419K | 0.16% | 86 |
|
|
2024
Q2 | – | Sell |
-2,471
| Closed | -$629K | – | 140 |
|
|
2024
Q1 | $629K | Sell |
2,471
-1,133
| -31% | -$288K | 0.24% | 52 |
|
|
2023
Q4 | $802K | Sell |
3,604
-718
| -17% | -$160K | 0.32% | 32 |
|
|
2023
Q3 | $898K | Buy |
+4,322
| New | +$898K | 0.39% | 31 |
|
|
2023
Q2 | – | Sell |
-5,021
| Closed | -$1M | – | 155 |
|
|
2023
Q1 | $1M | Sell |
5,021
-259
| -5% | -$51.8K | 0.39% | 28 |
|
|
2022
Q4 | $1.05M | Buy |
5,280
+146
| +3% | +$29.1K | 0.49% | 20 |
|
|
2022
Q3 | $964K | Sell |
5,134
-1,308
| -20% | -$246K | 0.51% | 18 |
|
|
2022
Q2 | $1.13M | Sell |
6,442
-111
| -2% | -$19.4K | 0.57% | 16 |
|
|
2022
Q1 | $1.33M | Buy |
+6,553
| New | +$1.33M | 0.66% | 18 |
|
|
2021
Q1 | $2.07M | Sell |
10,904
-1,438
| -12% | -$274K | 0.88% | 11 |
|
|
2020
Q4 | $1.98M | Buy |
+12,342
| New | +$1.98M | 0.9% | 12 |
|