RWA
Roberts Wealth Advisors’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Hold |
1,643
| – | – | 0.1% | 83 |
|
|
2025
Q1 | $383K | Hold |
1,643
| – | – | 0.12% | 83 |
|
|
2024
Q4 | $422K | Sell |
1,643
-475
| -22% | -$122K | 0.13% | 80 |
|
|
2024
Q3 | $579K | Hold |
2,118
| – | – | 0.19% | 71 |
|
|
2024
Q2 | $458K | Hold |
2,118
| – | – | 0.16% | 76 |
|
|
2024
Q1 | $487K | Buy |
+2,118
| New | +$487K | 0.18% | 74 |
|
|
2023
Q4 | – | Sell |
-2,618
| Closed | -$519K | – | 71 |
|
|
2023
Q3 | $519K | Hold |
2,618
| – | – | 0.23% | 72 |
|
|
2023
Q2 | $591K | Hold |
2,618
| – | – | 0.26% | 66 |
|
|
2023
Q1 | $531K | Hold |
2,618
| – | – | 0.24% | 69 |
|
|
2022
Q4 | $521K | Sell |
2,618
-1,267
| -33% | -$252K | 0.25% | 70 |
|
|
2022
Q3 | $777K | Buy |
3,885
+35
| +0.9% | +$7K | 0.38% | 61 |
|
|
2022
Q2 | $699K | Hold |
3,850
| – | – | 0.3% | 69 |
|
|
2022
Q1 | $779K | Sell |
3,850
-13
| -0.3% | -$2.63K | 0.31% | 72 |
|
|
2021
Q4 | $987K | Hold |
3,863
| – | – | 0.36% | 70 |
|
|
2021
Q3 | $784K | Buy |
+3,863
| New | +$784K | 0.31% | 69 |
|