Smallwood Wealth Investment Management’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $170K | Buy |
+731
| New | +$170K | 0.11% | 85 |
|
|
2024
Q2 | – | Sell |
-801
| Closed | -$204K | – | 70 |
|
|
2024
Q1 | $204K | Buy |
+801
| New | +$204K | 0.16% | 66 |
|
|
2023
Q1 | – | Sell |
-2,171
| Closed | -$433K | – | 67 |
|
|
2022
Q4 | $433K | Hold |
2,171
| – | – | 0.37% | 47 |
|
|
2022
Q3 | $408K | Hold |
2,171
| – | – | 0.37% | 48 |
|
|
2022
Q2 | $379K | Buy |
+2,171
| New | +$379K | 0.38% | 45 |
|
|
2022
Q1 | – | Sell |
-808
| Closed | -$209K | – | 59 |
|
|
2021
Q4 | $209K | Buy |
+808
| New | +$209K | 0.19% | 54 |
|