Waldron Private Wealth’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
Q2 | $1.15M | Sell |
5,197
-71
| -1% | -$15.8K | 0.05% | 123 |
|
2025
Q1 | $1.23M | Sell |
5,268
-3,206
| -38% | -$748K | 0.06% | 113 |
|
2024
Q4 | $2.09M | Buy |
8,474
+291
| +4% | +$71.8K | 0.08% | 107 |
|
2024
Q3 | $2.22M | Buy |
8,183
+1,164
| +17% | +$315K | 0.09% | 99 |
|
2024
Q2 | $1.55M | Sell |
7,019
-81
| -1% | -$17.9K | 0.07% | 115 |
|
2024
Q1 | $1.81M | Sell |
7,100
-870
| -11% | -$222K | 0.08% | 105 |
|
2023
Q4 | $1.77M | Buy |
7,970
+977
| +14% | +$217K | 0.08% | 99 |
|
2023
Q3 | $1.45M | Sell |
6,993
-6
| -0.1% | -$1.25K | 0.08% | 118 |
|
2023
Q2 | $1.58M | Sell |
6,999
-2,245
| -24% | -$507K | 0.08% | 112 |
|
2023
Q1 | $1.85M | Sell |
9,244
-111
| -1% | -$22.2K | 0.09% | 110 |
|
2022
Q4 | $1.76M | Hold |
9,355
| – | – | 0.11% | 107 |
|
2022
Q3 | $1.76M | Buy |
9,355
+315
| +3% | +$59.1K | 0.11% | 107 |
|
2022
Q2 | $1.58M | Buy |
9,040
+194
| +2% | +$33.9K | 0.09% | 126 |
|
2022
Q1 | $1.79M | Sell |
8,846
-865
| -9% | -$175K | 0.09% | 124 |
|
2021
Q4 | $2.51M | Buy |
9,711
+29
| +0.3% | +$7.5K | 0.12% | 103 |
|
2021
Q3 | $1.96M | Buy |
9,682
+1,014
| +12% | +$206K | 0.11% | 104 |
|
2021
Q2 | $1.68M | Sell |
8,668
-428
| -5% | -$83K | 0.11% | 109 |
|
2021
Q1 | $1.73M | Sell |
9,096
-53
| -0.6% | -$10.1K | 0.12% | 98 |
|
2020
Q4 | $1.47M | Buy |
9,149
+156
| +2% | +$25K | 0.11% | 100 |
|
2020
Q3 | $1.49M | Buy |
8,993
+201
| +2% | +$33.3K | 0.13% | 97 |
|
2020
Q2 | $1.19M | Sell |
8,792
-595
| -6% | -$80.3K | 0.1% | 103 |
|
2020
Q1 | $807K | Buy |
9,387
+1,614
| +21% | +$139K | 0.09% | 117 |
|
2019
Q4 | $930K | Buy |
7,773
+205
| +3% | +$24.5K | 0.08% | 114 |
|
2019
Q3 | $832K | Sell |
7,568
-154
| -2% | -$16.9K | 0.08% | 115 |
|
2019
Q2 | $779K | Buy |
7,722
+219
| +3% | +$22.1K | 0.08% | 101 |
|
2019
Q1 | $821K | Buy |
7,503
+3,036
| +68% | +$332K | 0.09% | 98 |
|
2018
Q4 | $412K | Buy |
4,467
+924
| +26% | +$85.2K | 0.06% | 139 |
|
2018
Q3 | $406K | Sell |
3,543
-137
| -4% | -$15.7K | 0.08% | 116 |
|
2018
Q2 | $351K | Buy |
3,680
+1,330
| +57% | +$127K | 0.08% | 119 |
|
2018
Q1 | $206K | Sell |
2,350
-75
| -3% | -$6.57K | 0.05% | 161 |
|
2017
Q4 | $225K | Buy |
+2,425
| New | +$225K | 0.05% | 148 |
|
2017
Q2 | – | Sell |
-4,438
| Closed | -$364K | – | 180 |
|
2017
Q1 | $364K | Buy |
+4,438
| New | +$364K | 0.09% | 143 |
|