SWM
Selective 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 | $1.14M | Hold |
5,067
| – | – | 0.42% | 32 |
|
|
2025
Q1 | $1.12M | Hold |
5,067
| – | – | 0.49% | 30 |
|
|
2024
Q4 | $1.27M | Hold |
5,067
| – | – | 0.52% | 27 |
|
|
2024
Q3 | $1.38M | Buy |
5,067
+109
| +2% | +$29.8K | 0.58% | 27 |
|
|
2024
Q2 | $1.07M | Sell |
4,958
-25
| -0.5% | -$5.41K | 0.47% | 31 |
|
|
2024
Q1 | $1.18M | Hold |
4,983
| – | – | 0.51% | 31 |
|
|
2023
Q4 | $1.05M | Hold |
4,983
| – | – | 0.53% | 31 |
|
|
2023
Q3 | $995K | Sell |
4,983
-16
| -0.3% | -$3.19K | 0.55% | 29 |
|
|
2023
Q2 | $1.15M | Buy |
+4,999
| New | +$1.15M | 0.57% | 27 |
|
|
2022
Q4 | $1.02M | Sell |
4,972
-198
| -4% | -$40.5K | 0.54% | 31 |
|
|
2022
Q3 | $971K | Buy |
5,170
+5
| +0.1% | +$939 | 0.42% | 36 |
|
|
2022
Q2 | $902K | Hold |
5,165
| – | – | 0.32% | 46 |
|
|
2022
Q1 | $1.04M | Sell |
5,165
-525
| -9% | -$106K | 0.38% | 36 |
|
|
2021
Q4 | $1.47M | Hold |
5,690
| – | – | 0.6% | 29 |
|
|
2021
Q3 | $1.15M | Sell |
5,690
-5,860
| -51% | -$1.19M | 0.61% | 29 |
|
|
2021
Q2 | $2.24M | Buy |
11,550
+43
| +0.4% | +$8.34K | 1.79% | 12 |
|
|
2021
Q1 | $2.19M | Buy |
11,507
+722
| +7% | +$137K | 1.99% | 15 |
|
|
2020
Q4 | $1.73M | Buy |
10,785
+5,861
| +119% | +$941K | 1.12% | 21 |
|
|
2020
Q3 | $817K | Hold |
4,924
| – | – | 0.64% | 23 |
|
|
2020
Q2 | $665K | Buy |
+4,924
| New | +$665K | 0.55% | 25 |
|