Lowe's Companies shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Lowe's Companies (LOW) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Lowe's Companies
Tip: Access up to 7 years of quarterly data
All positions including Lowe's Companies held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lowe's Companies by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 4.8k | 270.85 |
| 2024-06-30 | $1.1M | 4.8k | 220.46 |
| 2024-03-31 | $825k | 3.2k | 254.73 |
| 2023-12-31 | $726k | 3.3k | 222.55 |
| 2023-09-30 | $678k | 3.3k | 207.84 |
| 2023-06-30 | $724k | 3.2k | 225.70 |
| 2023-03-31 | $618k | 3.1k | 199.97 |
| 2022-12-31 | $641k | 3.2k | 199.24 |
| 2022-09-30 | $415k | 2.2k | 187.70 |
| 2022-06-30 | $388k | 2.2k | 174.70 |
| 2022-03-31 | $449k | 2.2k | 202.16 |
| 2021-12-31 | $574k | 2.2k | 258.44 |
| 2021-09-30 | $451k | 2.2k | 203.06 |
| 2021-06-30 | $429k | 2.2k | 194.03 |
| 2021-03-31 | $420k | 2.2k | 189.96 |
| 2020-12-31 | $342k | 2.1k | 160.49 |
| 2020-09-30 | $358k | 2.2k | 166.05 |