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Fairhaven Wealth Management, LLC

SEC CIK
0001767056
Latest filing
Feb 4, 2025

LOW holding history

Lowes Companies Inc in every 13F filed by Fairhaven 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 2024 holdings

Shares (Q4 2024)
19,682
Value
$4.86M
% of portfolio
1.5%
Quarters held
15
Since Q1 2021
Holdings of LOW by Fairhaven Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202419,682$4.86M1.5%+10.0%AddedHolders
Q3 202419,681$5.33M1.6%+32+0.2%AddedHolders
Q2 202419,649$4.33M1.4%+64+0.3%AddedHolders
Q1 202419,585$4.99M1.7%−463−2.3%ReducedHolders
Q4 202320,048$4.46M1.6%−411−2.0%ReducedHolders
Q3 202320,459$4.25M1.7%+152+0.7%AddedHolders
Q2 202320,307$4.58M1.8%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202220,069$4.00M1.7%+728+3.8%AddedHolders
Q3 202219,341$3.63M1.6%−272−1.4%ReducedHolders
Q2 202219,613$3.43M1.6%+181+0.9%AddedHolders
Q1 202219,432$3.93M1.6%+286+1.5%AddedHolders
Q4 202119,146$4.95M1.9%+130+0.7%AddedHolders
Q3 202119,016$3.86M1.6%+1,966+11.5%AddedHolders
Q2 202117,050$3.31M1.3%+183+1.1%AddedHolders
Q1 202116,867$3.21M1.3%––Holders

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