THWM
Taylor Hoffman Wealth Management’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,082
| Closed | -$241K | – | 109 |
|
|
2023
Q4 | $241K | Sell |
1,082
-110
| -9% | -$24.5K | 0.11% | 100 |
|
|
2023
Q3 | $248K | Hold |
1,192
| – | – | 0.13% | 100 |
|
|
2023
Q2 | $269K | Hold |
1,192
| – | – | 0.13% | 99 |
|
|
2023
Q1 | $238K | Buy |
+1,192
| New | +$238K | 0.13% | 100 |
|
|
2022
Q4 | – | Sell |
-1,816
| Closed | -$341K | – | 119 |
|
|
2022
Q3 | $341K | Buy |
1,816
+6
| +0.3% | +$1.13K | 0.18% | 100 |
|
|
2022
Q2 | $321K | Buy |
1,810
+5
| +0.3% | +$887 | 0.16% | 103 |
|
|
2022
Q1 | $365K | Sell |
1,805
-5
| -0.3% | -$1.01K | 0.15% | 105 |
|
|
2021
Q4 | $468K | Sell |
1,810
-10
| -0.5% | -$2.59K | 0.18% | 90 |
|
|
2021
Q3 | $371K | Buy |
1,820
+5
| +0.3% | +$1.02K | 0.16% | 101 |
|
|
2021
Q2 | $352K | Sell |
1,815
-17
| -0.9% | -$3.3K | 0.15% | 105 |
|
|
2021
Q1 | $348K | Sell |
1,832
-65
| -3% | -$12.3K | 0.16% | 104 |
|
|
2020
Q4 | $304K | Buy |
1,897
+4
| +0.2% | +$641 | 0.16% | 107 |
|
|
2020
Q3 | $314K | Sell |
1,893
-997
| -34% | -$165K | 0.18% | 101 |
|
|
2020
Q2 | $391K | Buy |
2,890
+8
| +0.3% | +$1.08K | 0.25% | 92 |
|
|
2020
Q1 | $248K | Sell |
2,882
-14
| -0.5% | -$1.21K | 0.24% | 96 |
|
|
2019
Q4 | $347K | Sell |
2,896
-457
| -14% | -$54.8K | 0.22% | 93 |
|
|
2019
Q3 | $369K | Sell |
3,353
-999
| -23% | -$110K | 0.26% | 84 |
|
|
2019
Q2 | $439K | Sell |
4,352
-199
| -4% | -$20.1K | 0.35% | 73 |
|
|
2019
Q1 | $498K | Buy |
4,551
+201
| +5% | +$22K | 0.37% | 73 |
|
|
2018
Q4 | $402K | Sell |
4,350
-189
| -4% | -$17.5K | 0.36% | 65 |
|
|
2018
Q3 | $521K | Buy |
4,539
+12
| +0.3% | +$1.38K | 0.41% | 66 |
|
|
2018
Q2 | $433K | Buy |
4,527
+12
| +0.3% | +$1.15K | 0.37% | 69 |
|
|
2018
Q1 | $396K | Buy |
4,515
+9
| +0.2% | +$789 | 0.36% | 72 |
|
|
2017
Q4 | $419K | Buy |
+4,506
| New | +$419K | 0.4% | 70 |
|