WBH Advisory’s Lowe's Companies LOW Stock Holding History

WBH Advisory’s Portfolio LOW Stock Details LOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.39M	Sell	6,257 -245	-4%	-$54.4K	0.12%	131
2025 Q1	$1.52M	Sell	6,502 -25	-0.4%	-$5.83K	0.14%	113
2024 Q4	$1.61M	Sell	6,527 -472	-7%	-$116K	0.15%	109
2024 Q3	$1.9M	Sell	6,999 -391	-5%	-$106K	0.18%	101
2024 Q2	$1.63M	Sell	7,390 -202	-3%	-$44.5K	0.16%	105
2024 Q1	$1.93M	Sell	7,592 -128	-2%	-$32.6K	0.2%	95
2023 Q4	$1.72M	Sell	7,720 -541	-7%	-$120K	0.19%	99
2023 Q3	$1.72M	Buy	8,261 +29	+0.4%	+$6.03K	0.21%	96
2023 Q2	$1.86M	Sell	8,232 -255	-3%	-$57.6K	0.22%	93
2023 Q1	$1.7M	Buy	+8,487	New	+$1.7M	0.21%	99
2022 Q3	$1.81M	Sell	9,626 -373	-4%	-$70.1K	0.26%	83
2022 Q2	$1.8M	Sell	9,999 -1,907	-16%	-$343K	0.24%	94
2022 Q1	$2.44M	Sell	11,906 -532	-4%	-$109K	0.3%	76
2021 Q4	$3.22M	Sell	12,438 -261	-2%	-$67.5K	0.37%	67
2021 Q3	$2.58M	Sell	12,699 -16	-0.1%	-$3.25K	0.35%	64
2021 Q2	$2.51M	Sell	12,715 -98	-0.8%	-$19.4K	0.37%	60
2021 Q1	$2.44M	Sell	12,813 -121	-0.9%	-$23K	0.39%	61
2020 Q4	$2.23M	Sell	12,934 -176	-1%	-$30.3K	0.38%	55
2020 Q3	$2.17M	Sell	13,110 -38	-0.3%	-$6.3K	0.44%	54
2020 Q2	$1.78M	Sell	13,148 -14	-0.1%	-$1.89K	0.43%	59
2020 Q1	$1.13K	Sell	13,162 -245	-2%	-$21	0.27%	76
2019 Q4	$1.61M	Sell	13,407 -310	-2%	-$37.1K	0.33%	70
2019 Q3	$1.51M	Buy	13,717 +6	+0%	+$660	0.34%	70
2019 Q2	$1.38M	Sell	13,711 -86	-0.6%	-$8.68K	0.32%	74
2019 Q1	$1.51M	Sell	13,797 -94	-0.7%	-$10.3K	0.36%	68
2018 Q4	$1.28K	Buy	13,891 +5	+0%	–	0.31%	76
2018 Q3	$1.59M	Sell	13,886 -231	-2%	-$26.5K	0.39%	63
2018 Q2	$1.35M	Sell	14,117 -220	-2%	-$21K	0.35%	67
2018 Q1	$1.26M	Sell	14,337 -95	-0.7%	-$8.34K	0.34%	73
2017 Q4	$1.34M	Sell	14,432 -386	-3%	-$35.9K	0.36%	71
2017 Q3	$1.18M	Sell	14,818 -33	-0.2%	-$2.64K	0.33%	75
2017 Q2	$1.15M	Sell	14,851 -69	-0.5%	-$5.35K	0.32%	72
2017 Q1	$1.23M	Sell	14,920 -34	-0.2%	-$2.79K	0.37%	65
2016 Q4	$1.06M	Sell	14,954 -793	-5%	-$56.4K	0.35%	65
2016 Q3	$1.14M	Sell	15,747 -178	-1%	-$12.9K	0.39%	60
2016 Q2	$1.26M	Sell	15,925 -1,272	-7%	-$101K	0.49%	51
2016 Q1	$1.3M	Sell	17,197 -42	-0.2%	-$3.18K	0.44%	49
2015 Q4	$1.31K	Sell	17,239 -187	-1%	-$14	0.46%	48
2015 Q3	$1.2M	Buy	17,426 +7	+0%	+$482	0.5%	48
2015 Q2	$1.17M	Sell	17,419 -1,765	-9%	-$118K	0.46%	58
2015 Q1	$1.43K	Sell	19,184 -883	-4%	-$66	0.4%	51
2014 Q4	$1.38M	Sell	20,067 -724	-3%	-$49.8K	0.52%	45
2014 Q3	$1.1M	Sell	20,791 -688	-3%	-$36.4K	0.39%	60
2014 Q2	$1.03M	Sell	21,479 -189	-0.9%	-$9.06K	0.39%	65
2014 Q1	$1.06M	Sell	21,668 -903	-4%	-$44.1K	0.42%	60
2013 Q4	$1.12M	Sell	22,571 -191	-0.8%	-$9.46K	0.45%	57
2013 Q3	$1.08M	Sell	22,762 -263	-1%	-$12.5K	0.49%	52
2013 Q2	$941K	Buy	+23,025	New	+$941K	0.44%	60