WFA
Wellspring Financial Advisors’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-939
| Closed | -$219K | – | 183 |
|
|
2025
Q1 | $219K | Buy |
939
+7
| +0.8% | +$1.63K | 0.02% | 122 |
|
|
2024
Q4 | $230K | Buy |
932
+9
| +1% | +$2.22K | 0.02% | 122 |
|
|
2024
Q3 | $250K | Buy |
923
+6
| +0.7% | +$1.63K | 0.03% | 128 |
|
|
2024
Q2 | $202K | Sell |
917
-200
| -18% | -$44.1K | 0.03% | 140 |
|
|
2024
Q1 | $285K | Buy |
1,117
+81
| +8% | +$20.6K | 0.05% | 101 |
|
|
2023
Q4 | $231K | Buy |
+1,036
| New | +$231K | 0.06% | 113 |
|