Wealth Architects’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
3,387
-419
| -11% | -$38.4K | 0.03% | 170 |
|
|
2025
Q1 | $350K | Buy |
3,806
+20
| +0.5% | +$1.84K | 0.04% | 165 |
|
|
2024
Q4 | $321K | Buy |
3,786
+17
| +0.5% | +$1.44K | 0.04% | 161 |
|
|
2024
Q3 | $298K | Buy |
3,769
+75
| +2% | +$5.93K | 0.03% | 166 |
|
|
2024
Q2 | $276K | Buy |
3,694
+87
| +2% | +$6.5K | 0.03% | 171 |
|
|
2024
Q1 | $282K | Buy |
3,607
+2
| +0.1% | +$157 | 0.04% | 165 |
|
|
2023
Q4 | $251K | Sell |
3,605
-32
| -0.9% | -$2.23K | 0.04% | 170 |
|
|
2023
Q3 | $230K | Sell |
3,637
-52
| -1% | -$3.29K | 0.04% | 165 |
|
|
2023
Q2 | $219K | Buy |
3,689
+84
| +2% | +$4.99K | 0.04% | 171 |
|
|
2023
Q1 | $209K | Buy |
3,605
+104
| +3% | +$6.03K | 0.04% | 173 |
|
|
2022
Q4 | $204K | Buy |
+3,501
| New | +$204K | 0.04% | 164 |
|
|
2022
Q2 | – | Sell |
-3,294
| Closed | -$214K | – | 193 |
|
|
2022
Q1 | $214K | Buy |
+3,294
| New | +$214K | 0.04% | 184 |
|