WJWM
Williams Jones Wealth Management’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Sell |
106,615
-1,916
| -2% | -$425K | 0.28% | 62 |
|
|
2025
Q1 | $25.3M | Sell |
108,531
-4,191
| -4% | -$977K | 0.32% | 57 |
|
|
2024
Q4 | $27.8M | Sell |
112,722
-2,194
| -2% | -$541K | 0.34% | 54 |
|
|
2024
Q3 | $31.1M | Buy |
114,916
+12
| +0% | +$3.25K | 0.36% | 52 |
|
|
2024
Q2 | $25.3M | Buy |
114,904
+104
| +0.1% | +$22.9K | 0.31% | 59 |
|
|
2024
Q1 | $29.2M | Buy |
114,800
+84
| +0.1% | +$21.4K | 0.37% | 59 |
|
|
2023
Q4 | $25.5M | Sell |
114,716
-490
| -0.4% | -$109K | 0.36% | 60 |
|
|
2023
Q3 | $23.9M | Sell |
115,206
-7,091
| -6% | -$1.47M | 0.37% | 61 |
|
|
2023
Q2 | $27.6M | Sell |
122,297
-7,289
| -6% | -$1.65M | 0.41% | 51 |
|
|
2023
Q1 | $25.9M | Sell |
129,586
-94
| -0.1% | -$18.8K | 0.41% | 53 |
|
|
2022
Q4 | $25.8M | Buy |
129,680
+23
| +0% | +$4.58K | 0.43% | 50 |
|
|
2022
Q3 | $24.4M | Buy |
129,657
+772
| +0.6% | +$145K | 0.42% | 50 |
|
|
2022
Q2 | $22.5M | Buy |
128,885
+1,151
| +0.9% | +$201K | 0.36% | 56 |
|
|
2022
Q1 | $25.8M | Sell |
127,734
-172
| -0.1% | -$34.8K | 0.36% | 57 |
|
|
2021
Q4 | $33.1M | Sell |
127,906
-1,504
| -1% | -$389K | 0.41% | 54 |
|
|
2021
Q3 | $26.3M | Sell |
129,410
-203
| -0.2% | -$41.2K | 0.37% | 56 |
|
|
2021
Q2 | $25.1M | Buy |
129,613
+33
| +0% | +$6.4K | 0.35% | 59 |
|
|
2021
Q1 | $24.6M | Buy |
129,580
+1,462
| +1% | +$278K | 0.39% | 56 |
|
|
2020
Q4 | $20.6M | Buy |
128,118
+208
| +0.2% | +$33.4K | 0.34% | 59 |
|
|
2020
Q3 | $21.2M | Sell |
127,910
-2,364
| -2% | -$392K | 0.39% | 55 |
|
|
2020
Q2 | $17.6M | Buy |
130,274
+195
| +0.1% | +$26.3K | 0.36% | 56 |
|
|
2020
Q1 | $11.2M | Buy |
130,079
+218
| +0.2% | +$18.8K | 0.29% | 63 |
|
|
2019
Q4 | $15.6M | Buy |
129,861
+230
| +0.2% | +$27.5K | 0.3% | 71 |
|
|
2019
Q3 | $14.3M | Buy |
+129,631
| New | +$14.3M | 0.29% | 72 |
|