WIA
Westbourne Investment Advisors’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
7,532
-121
| -2% | -$26.8K | 0.51% | 36 |
|
|
2025
Q1 | $1.78M | Buy |
7,653
+40
| +0.5% | +$9.33K | 0.63% | 34 |
|
|
2024
Q4 | $1.88M | Sell |
7,613
-122
| -2% | -$30.1K | 0.64% | 34 |
|
|
2024
Q3 | $2.1M | Sell |
7,735
-35
| -0.5% | -$9.48K | 0.73% | 32 |
|
|
2024
Q2 | $1.71M | Sell |
7,770
-107
| -1% | -$23.6K | 0.62% | 35 |
|
|
2024
Q1 | $2.01M | Sell |
7,877
-40
| -0.5% | -$10.2K | 0.74% | 32 |
|
|
2023
Q4 | $1.76M | Sell |
7,917
-125
| -2% | -$27.8K | 0.71% | 32 |
|
|
2023
Q3 | $1.67M | Sell |
8,042
-100
| -1% | -$20.8K | 0.77% | 35 |
|
|
2023
Q2 | $1.84M | Sell |
8,142
-75
| -0.9% | -$16.9K | 0.82% | 31 |
|
|
2023
Q1 | $1.64M | Sell |
8,217
-475
| -5% | -$95K | 0.79% | 34 |
|
|
2022
Q4 | $1.73M | Sell |
8,692
-160
| -2% | -$31.9K | 0.88% | 33 |
|
|
2022
Q3 | $1.66M | Sell |
8,852
-425
| -5% | -$79.8K | 0.88% | 32 |
|
|
2022
Q2 | $1.62M | Sell |
9,277
-370
| -4% | -$64.6K | 1.01% | 28 |
|
|
2022
Q1 | $1.95M | Sell |
9,647
-630
| -6% | -$127K | 0.81% | 31 |
|
|
2021
Q4 | $2.66M | Sell |
10,277
-450
| -4% | -$116K | 1.04% | 25 |
|
|
2021
Q3 | $2.18M | Sell |
10,727
-430
| -4% | -$87.2K | 0.99% | 26 |
|
|
2021
Q2 | $2.16M | Sell |
11,157
-415
| -4% | -$80.5K | 0.98% | 28 |
|
|
2021
Q1 | $2.2M | Sell |
11,572
-2,837
| -20% | -$540K | 1.09% | 25 |
|
|
2020
Q4 | $2.31M | Sell |
14,409
-573
| -4% | -$92K | 1.35% | 21 |
|
|
2020
Q3 | $2.49M | Sell |
14,982
-2,113
| -12% | -$350K | 2.85% | 11 |
|
|
2020
Q2 | $2.31M | Sell |
17,095
-620
| -3% | -$83.8K | 2.85% | 12 |
|
|
2020
Q1 | $1.52M | Buy |
17,715
+255
| +1% | +$21.9K | 1.41% | 17 |
|
|
2019
Q4 | $2.09M | Sell |
17,460
-1,000
| -5% | -$120K | 1.42% | 19 |
|
|
2019
Q3 | $2.03M | Buy |
18,460
+280
| +2% | +$30.8K | 1.52% | 19 |
|
|
2019
Q2 | $1.84M | Buy |
18,180
+20
| +0.1% | +$2.02K | 1.49% | 21 |
|
|
2019
Q1 | $1.99M | Sell |
18,160
-210
| -1% | -$23K | 1.52% | 22 |
|
|
2018
Q4 | $1.7M | Buy |
18,370
+348
| +2% | +$32.1K | 1.46% | 21 |
|
|
2018
Q3 | $2.07M | Sell |
18,022
-810
| -4% | -$93K | 1.5% | 17 |
|
|
2018
Q2 | $1.8M | Sell |
18,832
-85
| -0.4% | -$8.12K | 1.55% | 20 |
|
|
2018
Q1 | $1.66M | Buy |
18,917
+702
| +4% | +$61.6K | 1.33% | 21 |
|
|
2017
Q4 | $1.69M | Buy |
18,215
+2,195
| +14% | +$204K | 1.28% | 24 |
|
|
2017
Q3 | $1.28M | Buy |
16,020
+4,965
| +45% | +$397K | 1% | 34 |
|
|
2017
Q2 | $857K | Buy |
11,055
+6,160
| +126% | +$478K | 0.7% | 49 |
|
|
2017
Q1 | $402K | Buy |
4,895
+105
| +2% | +$8.62K | 0.33% | 74 |
|
|
2016
Q4 | $341K | Buy |
4,790
+2,005
| +72% | +$143K | 0.3% | 78 |
|
|
2016
Q3 | $201K | Buy |
2,785
+935
| +51% | +$67.5K | 0.18% | 100 |
|
|
2016
Q2 | $146K | Buy |
+1,850
| New | +$146K | 0.13% | 114 |
|