WOSD
WFA of San Diego’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Buy |
+641
| New | +$142K | 0.1% | 112 |
|
|
2024
Q3 | $229K | Hold |
846
| – | – | 0.19% | 85 |
|
|
2024
Q2 | $187K | Buy |
+846
| New | +$187K | 0.17% | 87 |
|
|
2023
Q3 | $186K | Sell |
897
-10
| -1% | -$2.08K | 0.19% | 82 |
|
|
2023
Q2 | $205K | Buy |
+907
| New | +$205K | 0.2% | 79 |
|
|
2023
Q1 | – | Sell |
-943
| Closed | -$188K | – | 267 |
|
|
2022
Q4 | $188K | Buy |
+943
| New | +$188K | 0.14% | 93 |
|
|
2022
Q3 | – | Sell |
-1,014
| Closed | -$177K | – | 261 |
|
|
2022
Q2 | $177K | Sell |
1,014
-30
| -3% | -$5.24K | 0.15% | 88 |
|
|
2022
Q1 | $211K | Sell |
1,044
-6
| -0.6% | -$1.21K | 0.16% | 90 |
|
|
2021
Q4 | $271K | Sell |
1,050
-265
| -20% | -$68.4K | 0.16% | 101 |
|
|
2021
Q3 | $267K | Buy |
1,315
+29
| +2% | +$5.89K | 0.19% | 85 |
|
|
2021
Q2 | $249K | Sell |
1,286
-183
| -12% | -$35.4K | 0.19% | 76 |
|
|
2021
Q1 | $279K | Buy |
+1,469
| New | +$279K | 0.23% | 74 |
|
|
2020
Q4 | – | Sell |
-1,539
| Closed | -$255K | – | 101 |
|
|
2020
Q3 | $255K | Sell |
1,539
-3,164
| -67% | -$524K | 0.24% | 70 |
|
|
2020
Q2 | $569K | Buy |
+4,703
| New | +$569K | 0.13% | 145 |
|