TW
Transform Wealth’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.22M | Sell |
13,817
-748
| -5% | -$174K | 0.2% | 89 |
|
|
2024
Q4 | $3.59M | Buy |
14,565
+296
| +2% | +$73.1K | 0.2% | 90 |
|
|
2024
Q3 | $3.86M | Sell |
14,269
-579
| -4% | -$157K | 0.26% | 78 |
|
|
2024
Q2 | $3.27M | Sell |
14,848
-757
| -5% | -$167K | 0.25% | 78 |
|
|
2024
Q1 | $3.97M | Buy |
15,605
+222
| +1% | +$56.5K | 0.38% | 75 |
|
|
2023
Q4 | $3.42M | Sell |
15,383
-1,599
| -9% | -$356K | 0.33% | 88 |
|
|
2023
Q3 | $3.53M | Buy |
16,982
+276
| +2% | +$57.4K | 0.37% | 82 |
|
|
2023
Q2 | $3.77M | Sell |
16,706
-226
| -1% | -$51K | 0.34% | 92 |
|
|
2023
Q1 | $3.39M | Buy |
16,932
+51
| +0.3% | +$10.2K | 0.32% | 88 |
|
|
2022
Q4 | $3.36M | Sell |
16,881
-739
| -4% | -$147K | 0.38% | 76 |
|
|
2022
Q3 | $3.31M | Buy |
17,620
+259
| +1% | +$48.6K | 0.43% | 66 |
|
|
2022
Q2 | $3.03M | Sell |
17,361
-393
| -2% | -$68.6K | 0.45% | 65 |
|
|
2022
Q1 | $3.59M | Sell |
17,754
-642
| -3% | -$130K | 0.4% | 75 |
|
|
2021
Q4 | $4.76M | Sell |
18,396
-382
| -2% | -$98.7K | 0.5% | 66 |
|
|
2021
Q3 | $3.81M | Sell |
18,778
-457
| -2% | -$92.7K | 0.44% | 70 |
|
|
2021
Q2 | $3.73M | Buy |
19,235
+8,819
| +85% | +$1.71M | 0.46% | 69 |
|
|
2021
Q1 | $1.98M | Buy |
10,416
+484
| +5% | +$92.1K | 0.4% | 75 |
|
|
2020
Q4 | $1.59M | Sell |
9,932
-17,600
| -64% | -$2.82M | 0.33% | 80 |
|
|
2020
Q3 | $4.57M | Sell |
27,532
-725
| -3% | -$120K | 0.74% | 49 |
|
|
2020
Q2 | $3.82M | Buy |
28,257
+1,709
| +6% | +$231K | 0.65% | 57 |
|
|
2020
Q1 | $2.28M | Buy |
26,548
+885
| +3% | +$76.1K | 0.49% | 71 |
|
|
2019
Q4 | $3.07M | Buy |
25,663
+4,051
| +19% | +$485K | 0.49% | 71 |
|
|
2019
Q3 | $2.38M | Buy |
21,612
+697
| +3% | +$76.6K | 0.42% | 81 |
|
|
2019
Q2 | $2.11M | Buy |
20,915
+310
| +2% | +$31.3K | 0.31% | 96 |
|
|
2019
Q1 | $2.26M | Buy |
20,605
+1,117
| +6% | +$122K | 0.42% | 85 |
|
|
2018
Q4 | $1.8M | Sell |
19,488
-179
| -0.9% | -$16.5K | 0.37% | 84 |
|
|
2018
Q3 | $2.26M | Buy |
19,667
+1,107
| +6% | +$127K | 0.39% | 82 |
|
|
2018
Q2 | $1.77M | Buy |
18,560
+303
| +2% | +$29K | 0.32% | 95 |
|
|
2018
Q1 | $1.6M | Buy |
18,257
+1,363
| +8% | +$120K | 0.3% | 107 |
|
|
2017
Q4 | $1.57M | Buy |
16,894
+1,193
| +8% | +$111K | 0.29% | 113 |
|
|
2017
Q3 | $1.26M | Buy |
+15,701
| New | +$1.26M | 0.44% | 87 |
|
|
2017
Q2 | – | Sell |
-10,724
| Closed | -$882K | – | 101 |
|
|
2017
Q1 | $882K | Sell |
10,724
-742
| -6% | -$61K | 0.33% | 108 |
|
|
2016
Q4 | $815K | Sell |
11,466
-17,534
| -60% | -$1.25M | 0.32% | 106 |
|
|
2016
Q3 | $2.09M | Buy |
29,000
+721
| +3% | +$52.1K | 0.9% | 24 |
|
|
2016
Q2 | $2.24M | Buy |
+28,279
| New | +$2.24M | 0.94% | 20 |
|