PWM
PBMares 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 | – | Sell |
-910
| Closed | -$212K | – | 194 |
|
|
2025
Q1 | $212K | Sell |
910
-197
| -18% | -$45.9K | 0.04% | 185 |
|
|
2024
Q4 | $273K | Buy |
1,107
+9
| +0.8% | +$2.22K | 0.06% | 159 |
|
|
2024
Q3 | $297K | Buy |
1,098
+164
| +18% | +$44.4K | 0.06% | 147 |
|
|
2024
Q2 | $206K | Sell |
934
-125
| -12% | -$27.6K | 0.05% | 173 |
|
|
2024
Q1 | $270K | Buy |
1,059
+132
| +14% | +$33.6K | 0.07% | 153 |
|
|
2023
Q4 | $206K | Buy |
+927
| New | +$206K | 0.06% | 166 |
|
|
2022
Q4 | – | Sell |
-1,499
| Closed | -$281K | – | 167 |
|
|
2022
Q3 | $281K | Buy |
1,499
+1
| +0.1% | +$187 | 0.12% | 129 |
|
|
2022
Q2 | $262K | Buy |
1,498
+1
| +0.1% | +$175 | 0.11% | 127 |
|
|
2022
Q1 | $303K | Buy |
1,497
+11
| +0.7% | +$2.23K | 0.19% | 115 |
|
|
2021
Q4 | $384K | Hold |
1,486
| – | – | 0.16% | 107 |
|
|
2021
Q3 | $301K | Buy |
1,486
+189
| +15% | +$38.3K | 0.14% | 121 |
|
|
2021
Q2 | $252K | Hold |
1,297
| – | – | 0.14% | 130 |
|
|
2021
Q1 | $247K | Buy |
+1,297
| New | +$247K | 0.2% | 123 |
|