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Ropes Wealth Advisors LLC

SEC CIK
0001641652
Latest filing
Oct 19, 2023

LOW holding history

Lowes Companies Inc in every 13F filed by Ropes Wealth Advisors 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 Q3 2023 holdings

Shares (Q3 2023)
11,792
Value
$2.45M
% of portfolio
0.5%
Quarters held
11
Since Q1 2021
Holdings of LOW by Ropes Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202311,792$2.45M0.5%−89−0.7%ReducedHolders
Q2 202311,881$2.68M0.4%−348−2.8%ReducedHolders
Q1 202312,229$2.45M0.4%−310−2.5%ReducedHolders
Q4 202212,539$2.50M0.4%−155−1.2%ReducedHolders
Q3 202212,694$2.38M0.5%−135−1.1%ReducedHolders
Q2 202212,829$2.24M0.5%−775−5.7%ReducedHolders
Q1 202213,604$2.75M0.5%−195−1.4%ReducedHolders
Q4 202113,799$3.57M0.6%−2,007−12.7%ReducedHolders
Q3 202115,806$3.21M0.5%−399−2.5%ReducedHolders
Q2 202116,205$3.14M0.5%−460−2.8%ReducedHolders
Q1 202116,665$3.42M0.6%––Holders

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