David Katz - Matrix Asset Advisors Inc
Holding/activity history for Lowe's Cos. (LOW)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 65,069 | 1.41 | Add 0.05% | <0.01 | $236.28 | $15,374,498 | SEC |
| 2025 Q4 | 65,036 | 1.41 | Add 7.28% | 0.10 | $241.16 | $15,684,077 | SEC |
| 2025 Q3 | 60,625 | 1.41 | Add 0.58% | <0.01 | $251.31 | $15,235,580 | SEC |
| 2025 Q2 | 60,276 | 1.35 | Add 54.28% | 0.48 | $221.87 | $13,373,441 | SEC |
| 2025 Q1 | 39,070 | 1.01 | Add 171.68% | 0.64 | $233.23 | $9,112,296 | SEC |
| 2024 Q4 | 14,381 | 0.39 | Reduce 0.06% | <0.01 | $246.80 | $3,549,231 | SEC |
| 2024 Q3 | 14,390 | 0.43 | Add 30.29% | 0.10 | $270.85 | $3,897,532 | SEC |
| 2024 Q2 | 11,045 | 0.29 | Buy | 0.29 | $220.46 | $2,435,000 | SEC |