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Baystate Wealth Management LLC

SEC CIK
0001546408
Latest filing
Jan 29, 2024

LOW holding history

Lowes Companies Inc in every 13F filed by Baystate Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LOW overviewAll 13F holders of LOWFull Q4 2023 holdings

Shares (Q4 2023)
3,399
Value
$756.6K
% of portfolio
0.1%
Quarters held
12
Since Q1 2021
Holdings of LOW by Baystate Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20233,399$756.6K0.1%+39+1.2%AddedHolders
Q3 20233,360$698.5K0.1%−134−3.8%ReducedHolders
Q2 20233,494$788.7K0.1%+398+12.9%AddedHolders
Q1 20233,096$619.2K0.1%+44+1.4%AddedHolders
Q4 20223,052$608.0K0.1%+12+0.4%AddedHolders
Q3 20223,040$571.0K0.1%+12+0.4%AddedHolders
Q2 20223,028$529.0K0.1%−276−8.4%ReducedHolders
Q1 20223,304$668.0K0.1%−22−0.7%ReducedHolders
Q4 20213,326$860.0K0.1%+33+1.0%AddedHolders
Q3 20213,293$668.0K0.1%+32+1.0%AddedHolders
Q2 20213,261$633.0K0.1%+99+3.1%AddedHolders
Q1 20213,162$601.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.