Ropes Wealth Advisors’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.45M | Sell |
11,792
-89
| -0.7% | -$20K | 0.48% | 48 |
|
|
2023
Q2 | $2.68M | Sell |
11,881
-348
| -3% | -$72.4K | 0.44% | 53 |
|
|
2023
Q1 | $2.45M | Sell |
12,229
-310
| -2% | -$63K | 0.44% | 53 |
|
|
2022
Q4 | $2.5M | Sell |
12,539
-155
| -1% | -$31K | 0.45% | 55 |
|
|
2022
Q3 | $2.38M | Sell |
12,694
-135
| -1% | -$26.3K | 0.5% | 53 |
|
|
2022
Q2 | $2.24M | Sell |
12,829
-775
| -6% | -$149K | 0.46% | 58 |
|
|
2022
Q1 | $2.75M | Sell |
13,604
-195
| -1% | -$44.9K | 0.47% | 57 |
|
|
2021
Q4 | $3.57M | Sell |
13,799
-2,007
| -13% | -$477K | 0.63% | 44 |
|
|
2021
Q3 | $3.21M | Sell |
15,806
-399
| -2% | -$79.5K | 0.51% | 48 |
|
|
2021
Q2 | $3.14M | Sell |
16,205
-460
| -3% | -$90K | 0.5% | 50 |
|
|
2021
Q1 | $3.42M | Buy |
16,665
+4,748
| +40% | +$815K | 0.6% | 45 |
|
|
2020
Q4 | $1.91M | Buy |
11,917
+230
| +2% | +$37.4K | 0.3% | 63 |
|
|
2020
Q3 | $1.94M | Sell |
11,687
-550
| -4% | -$84.7K | 0.38% | 55 |
|
|
2020
Q2 | $1.65M | Hold |
12,237
| – | – | 0.34% | 61 |
|
|
2020
Q1 | $1.05M | Sell |
12,237
-611
| -5% | -$66.8K | 0.27% | 72 |
|
|
2019
Q4 | $1.54M | Sell |
12,848
-75
| -0.6% | -$8.58K | 0.33% | 61 |
|
|
2019
Q3 | $1.42M | Buy |
12,923
+413
| +3% | +$43.6K | 0.3% | 66 |
|
|
2019
Q2 | $1.26M | Hold |
12,510
| – | – | 0.27% | 72 |
|
|
2019
Q1 | $1.37M | Hold |
12,510
| – | – | 0.36% | 65 |
|
|
2018
Q4 | $1.16M | Sell |
12,510
-31
| -0.2% | -$2.99K | 0.33% | 71 |
|
|
2018
Q3 | $1.44M | Buy |
12,541
+450
| +4% | +$46.9K | 0.36% | 65 |
|
|
2018
Q2 | $1.16M | Sell |
12,091
-160
| -1% | -$14.5K | 0.31% | 79 |
|
|
2018
Q1 | $1.07M | Hold |
12,251
| – | – | 0.29% | 80 |
|
|
2017
Q4 | $1.14M | Sell |
12,251
-672
| -5% | -$55.6K | 0.3% | 80 |
|
|
2017
Q3 | $1.03M | Sell |
12,923
-980
| -7% | -$75K | 0.28% | 82 |
|
|
2017
Q2 | $1.08M | Sell |
13,903
-374
| -3% | -$30.6K | 0.31% | 73 |
|
|
2017
Q1 | $1.17M | Sell |
14,277
-624
| -4% | -$47.8K | 0.34% | 69 |
|
|
2016
Q4 | $1.06M | Buy |
14,901
+200
| +1% | +$14.2K | 0.33% | 67 |
|
|
2016
Q3 | $1.06M | Buy |
14,701
+555
| +4% | +$43.2K | 0.36% | 62 |
|
|
2016
Q2 | $1.12M | Buy |
14,146
+1
| +0% | +$77 | 0.39% | 55 |
|
|
2016
Q1 | $1.07M | Buy |
14,145
+1,587
| +13% | +$112K | 0.47% | 49 |
|
|
2015
Q4 | $955K | Buy |
12,558
+35
| +0.3% | +$2.6K | 0.42% | 52 |
|
|
2015
Q3 | $863K | Buy |
12,523
+724
| +6% | +$49.8K | 0.45% | 45 |
|
|
2015
Q2 | $790K | Sell |
11,799
-387
| -3% | -$27.6K | 0.43% | 49 |
|
|
2015
Q1 | $907K | Buy |
+12,186
| New | +$874K | 0.47% | 49 |
|
Other funds holding LOW
Ropes Wealth Advisors's LOW Position: Q3 2023 in Review
Ropes Wealth Advisors reduced its Lowe's Companies (LOW) stake by 0.75% in Q3 2023, selling an estimated $20K and leaving 11,792 shares worth $2.45M. The position accounts for 0.48% of the portfolio, ranked #48.
Ropes Wealth Advisors first reported a position in LOW in Q1 2015 and has held it in 35 quarters since. The position peaked at $3.57M in Q4 2021. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.
- Ropes Wealth Advisors held 11,792 shares of Lowe's Companies worth $2.45M as of Q3 2023.
- Ropes Wealth Advisors sold 89 Lowe's Companies shares in Q3 2023, an estimated $20K.
- Lowe's Companies made up 0.48% of Ropes Wealth Advisors's portfolio in Q3 2023, its #48 holding.
- Ropes Wealth Advisors first reported a position in Lowe's Companies in Q1 2015 and has held it in 35 quarters since.
- Ropes Wealth Advisors's Lowe's Companies position peaked at $3.57M in Q4 2021.
- 2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.
Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.