Bergan Kdv Wealth Management, LLC Lowes Companies Inc Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Lowes Companies Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 30,447 shares of LOW stock, worth $6.71 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

30,447

Previous 29,916 1.77%

Holding current value

$6.71 Million

Previous $5.98 Million 14.86%

% of portfolio

0.69%

Previous 0.62%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$198.57 - $225.7 $105,440 - $119,846	531 Added 1.77%	30,447 $6.87 Million
Q1 2023 Apr 27, 2023	BUY	$189.46 - $221.56 $318,861 - $372,885	1,683 Added 5.96%	29,916 $5.98 Million
Q4 2022 Jan 31, 2023	BUY	$178.3 - $215.64 $419,718 - $507,616	2,354 Added 9.1%	28,233 $5.62 Million
Q3 2022 Oct 24, 2022	BUY	$177.36 - $216.47 $292,289 - $356,742	1,648 Added 6.8%	25,879 $4.86 Million
Q2 2022 Jul 13, 2022	SELL	$171.61 - $208.74 $246,775 - $300,168	-1,438 Reduced 5.6%	24,231 $4.23 Million

Q1 2022 May 09, 2022	BUY	$202.19 - $259.81 $347,968 - $447,133	1,721 Added 7.19%	25,669 $5.19 Million
Q4 2021 Jan 28, 2022	SELL	$203.7 - $261.38 $143,608 - $184,272	-705 Reduced 2.86%	23,948 $6.19 Million
Q3 2021 Nov 12, 2021	BUY	$182.26 - $210.63 $195,929 - $226,427	1,075 Added 4.56%	24,653 $5 Million
Q2 2021 Aug 10, 2021	BUY	$186.2 - $211.31 $183,034 - $207,717	983 Added 4.35%	23,578 $4.57 Million
Q1 2021 May 11, 2021	SELL	$153.77 - $191.61 $175,451 - $218,627	-1,141 Reduced 4.81%	22,595 $4.3 Million
Q4 2020 Feb 04, 2021	BUY	$146.74 - $177.7 $60,897 - $73,745	415 Added 1.78%	23,736 $3.81 Million
Q3 2020 Nov 05, 2020	BUY	$135.02 - $170.49 $193,888 - $244,823	1,436 Added 6.56%	23,321 $3.87 Million
Q2 2020 Aug 13, 2020	BUY	$80.42 - $135.65 $192,927 - $325,424	2,399 Added 12.31%	21,885 $2.96 Million
Q1 2020 Apr 24, 2020	BUY	$65.02 - $126.57 $296,491 - $577,159	4,560 Added 30.55%	19,486 $1.68 Million
Q4 2019 Feb 10, 2020	BUY	$106.3 - $120.23 $95,988 - $108,567	903 Added 6.44%	14,926 $1.79 Million
Q3 2019 Nov 08, 2019	BUY	$93.38 - $115.28 $149,408 - $184,448	1,600 Added 12.88%	14,023 $1.54 Million
Q2 2019 Aug 12, 2019	BUY	$91.87 - $117.18 $155,995 - $198,971	1,698 Added 15.83%	12,423 $1.25 Million
Q1 2019 May 09, 2019	SELL	$91.17 - $109.47 $33,368 - $40,066	-366 Reduced 3.3%	10,725 $1.17 Million
Q4 2018 Feb 01, 2019	BUY	$85.96 - $114.07 $74,011 - $98,214	861 Added 8.42%	11,091 $1.02 Million
Q3 2018 Nov 09, 2018	SELL	$94.87 - $116.84 $34,248 - $42,179	-361 Reduced 3.41%	10,230 $1.18 Million
Q2 2018 Jul 23, 2018	BUY	$81.48 - $100.5 $59,480 - $73,365	730 Added 7.4%	10,591 $1.01 Million
Q1 2018 May 03, 2018	SELL	$83.77 - $107.4 $7,036 - $9,021	-84 Reduced 0.84%	9,861 $865,000
Q4 2017 Jan 16, 2018	BUY	$76.65 - $92.94 $4,445 - $5,390	58 Added 0.59%	9,945 $924,000
Q3 2017 Oct 18, 2017	BUY	$72.61 - $79.94 $717,895 - $790,366	9,887	9,887 $790,000

Others Institutions Holding LOW

# of Institutions

2,701

Shares Held

400M

Call Options Held

4.79M

Put Options Held

4.95M

View Full List

About LOWES COMPANIES INC

Ticker LOW
Exchange NYSE
Sector Consumer Cyclical
Industry Home Improvement Retail
Shares Outstandng 620,700,992
Market Cap $137B
Description
Lowe's Companies, Inc., together with its subsidiaries, operates as a home improvement retailer in the United States and internationally. The company offers a line of products for construction, maintenance, repair, remodeling, and decorating. It provides home improvement products, such as appliances, seasonal and outdoor living, lawn and garden,...

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Bergan Kdv Wealth Management, LLC Lowes Companies Inc Transaction History