Heritage Wealth Advisors Lowes Companies Inc Transaction History

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Lowes Companies Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 10,583 shares of LOW stock, worth $2.26 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

10,583

Previous 10,321 2.54%

Holding current value

$2.26 Million

Previous $2.3 Million 17.38%

% of portfolio

0.1%

Previous 0.12%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$210.55 - $261.0 $55,164 - $68,382	262 Added 2.54%	10,583 $2.7 Million
Q4 2023 Feb 09, 2024	SELL	$183.62 - $225.59 $360,262 - $442,607	-1,962 Reduced 15.97%	10,321 $2.3 Million
Q3 2023 Nov 08, 2023	BUY	$206.96 - $235.09 $210,478 - $239,086	1,017 Added 9.03%	12,283 $2.55 Million
Q2 2023 Aug 09, 2023	BUY	$198.57 - $225.7 $8,935 - $10,156	45 Added 0.4%	11,266 $2.54 Million
Q1 2023 May 04, 2023	BUY	$189.46 - $221.56 $47,365 - $55,390	250 Added 2.28%	11,221 $2.24 Million

Q2 2022 Aug 04, 2022	BUY	$171.61 - $208.74 $186,368 - $226,691	1,086 Added 10.99%	10,971 $1.92 Million
Q4 2021 Feb 02, 2022	BUY	$203.7 - $261.38 $339,567 - $435,720	1,667 Added 20.28%	9,885 $2.56 Million
Q3 2021 Nov 02, 2021	BUY	$182.26 - $210.63 $54,678 - $63,189	300 Added 3.79%	8,218 $1.67 Million
Q2 2021 Aug 09, 2021	SELL	$186.2 - $211.31 $1.78 Million - $2.02 Million	-9,551 Reduced 54.67%	7,918 $1.54 Million
Q2 2021 Jul 27, 2021	BUY	$186.2 - $211.31 $1.47 Million - $1.66 Million	7,870 Added 81.99%	17,469 $2.8 Million
Q1 2021 Apr 27, 2021	SELL	$153.77 - $191.61 $1.21 Million - $1.51 Million	-7,870 Reduced 45.05%	9,599 $1.83 Million
Q4 2020 Feb 01, 2021	BUY	$146.74 - $177.7 $1.49 Million - $1.81 Million	10,161 Added 139.04%	17,469 $2.8 Million
Q2 2020 Jul 17, 2020	BUY	$80.42 - $135.65 $569,373 - $960,402	7,080 Added 3105.26%	7,308 $987,000
Q2 2020 Jul 17, 2020	SELL	$80.42 - $135.65 $571,384 - $963,793	-7,105 Reduced 96.89%	228 $987,000
Q1 2020 May 05, 2020	BUY	$65.02 - $126.57 $76,918 - $149,732	1,183 Added 19.24%	7,333 $631,000
Q4 2019 Feb 04, 2020	SELL	$106.3 - $120.23 $98,433 - $111,332	-926 Reduced 13.09%	6,150 $736,000
Q3 2019 Oct 30, 2019	SELL	$93.38 - $115.28 $18,582 - $22,940	-199 Reduced 2.74%	7,076 $778,000
Q2 2019 Aug 05, 2019	BUY	$91.87 - $117.18 $238,862 - $304,668	2,600 Added 55.61%	7,275 $0
Q4 2018 Jan 28, 2019	SELL	$85.96 - $114.07 $3,008 - $3,992	-35 Reduced 0.74%	4,675 $431,000
Q1 2018 May 10, 2018	BUY	$83.77 - $107.4 $2,094 - $2,685	25 Added 0.53%	4,710 $415,000
Q4 2017 Feb 02, 2018	BUY	$76.65 - $92.94 $107,310 - $130,116	1,400 Added 42.62%	4,685 $434,000
Q3 2017 Nov 07, 2017	BUY	$72.61 - $79.94 $238,523 - $262,602	3,285	3,285 $264,000

Others Institutions Holding LOW

# of Institutions

2,706

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 $132B
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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Heritage Wealth Advisors Lowes Companies Inc Transaction History