WDG
Wealth Dimensions Group’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Hold |
2,466
| – | – | 0.12% | 100 |
|
|
2025
Q1 | $575K | Sell |
2,466
-24
| -1% | -$5.6K | 0.14% | 91 |
|
|
2024
Q4 | $615K | Buy |
2,490
+19
| +0.8% | +$4.69K | 0.15% | 79 |
|
|
2024
Q3 | $669K | Hold |
2,471
| – | – | 0.17% | 70 |
|
|
2024
Q2 | $545K | Buy |
2,471
+34
| +1% | +$7.5K | 0.16% | 75 |
|
|
2024
Q1 | $621K | Sell |
2,437
-8
| -0.3% | -$2.04K | 0.18% | 66 |
|
|
2023
Q4 | $544K | Sell |
2,445
-76
| -3% | -$16.9K | 0.17% | 71 |
|
|
2023
Q3 | $524K | Sell |
2,521
-130
| -5% | -$27K | 0.19% | 75 |
|
|
2023
Q2 | $598K | Sell |
2,651
-78
| -3% | -$17.6K | 0.22% | 64 |
|
|
2023
Q1 | $546K | Sell |
2,729
-91
| -3% | -$18.2K | 0.21% | 68 |
|
|
2022
Q4 | $562K | Buy |
2,820
+420
| +18% | +$83.7K | 0.23% | 56 |
|
|
2022
Q3 | $451K | Buy |
2,400
+16
| +0.7% | +$3.01K | 0.22% | 61 |
|
|
2022
Q2 | $416K | Sell |
2,384
-16
| -0.7% | -$2.79K | 0.2% | 76 |
|
|
2022
Q1 | $485K | Buy |
2,400
+16
| +0.7% | +$3.23K | 0.22% | 74 |
|
|
2021
Q4 | $616K | Hold |
2,384
| – | – | 0.3% | 55 |
|
|
2021
Q3 | $484K | Sell |
2,384
-210
| -8% | -$42.6K | 0.31% | 69 |
|
|
2021
Q2 | $503K | Sell |
2,594
-24
| -0.9% | -$4.65K | 0.34% | 62 |
|
|
2021
Q1 | $498K | Sell |
2,618
-52
| -2% | -$9.89K | 0.39% | 58 |
|
|
2020
Q4 | $429K | Buy |
+2,670
| New | +$429K | 0.37% | 58 |
|