Waverly Advisors’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 | $4.55M | Buy |
20,513
+648
| +3% | +$144K | 0.05% | 319 |
|
|
2025
Q1 | $4.63M | Buy |
19,865
+1,920
| +11% | +$448K | 0.06% | 308 |
|
|
2024
Q4 | $4.43M | Sell |
17,945
-589
| -3% | -$145K | 0.07% | 237 |
|
|
2024
Q3 | $5.02M | Buy |
18,534
+561
| +3% | +$152K | 0.09% | 197 |
|
|
2024
Q2 | $3.96M | Buy |
17,973
+1,985
| +12% | +$438K | 0.08% | 219 |
|
|
2024
Q1 | $4.07M | Buy |
15,988
+5,499
| +52% | +$1.4M | 0.1% | 170 |
|
|
2023
Q4 | $2.33M | Buy |
10,489
+3,960
| +61% | +$881K | 0.09% | 132 |
|
|
2023
Q3 | $1.36M | Buy |
6,529
+194
| +3% | +$40.3K | 0.06% | 173 |
|
|
2023
Q2 | $1.43M | Buy |
6,335
+38
| +0.6% | +$8.58K | 0.06% | 155 |
|
|
2023
Q1 | $1.26M | Sell |
6,297
-60
| -0.9% | -$12K | 0.07% | 129 |
|
|
2022
Q4 | $1.27M | Buy |
6,357
+4,936
| +347% | +$983K | 0.07% | 120 |
|
|
2022
Q3 | $267K | Buy |
+1,421
| New | +$267K | 0.02% | 205 |
|
|
2021
Q4 | – | Sell |
-1,148
| Closed | -$267K | – | 211 |
|
|
2021
Q3 | $267K | Buy |
+1,148
| New | +$267K | 0.02% | 182 |
|
|
2016
Q1 | – | Sell |
-12,900
| Closed | -$981K | – | 115 |
|
|
2015
Q4 | $981K | Buy |
+12,900
| New | +$981K | 0.43% | 25 |
|
|
2014
Q1 | – | Sell |
-13,685
| Closed | -$678K | – | 784 |
|
|
2013
Q4 | $678K | Hold |
13,685
| – | – | 0.24% | 45 |
|
|
2013
Q3 | $652K | Buy |
13,685
+58
| +0.4% | +$2.76K | 0.33% | 28 |
|
|
2013
Q2 | $557K | Buy |
+13,627
| New | +$557K | 0.32% | 34 |
|