Berkeley, Inc LOW Holdings History

Number of Shares
56,948.00
Current Holdings Value*
$13.28 Mil
% of Portfolio
6.23%
Total Estimate Gain
$2.02 Mil
% of Total Estimate Gain
15.53%

Berkeley, Inc's Lowe's Companies Inc Holding Summary

As of 2025-03-31, Berkeley, Inc held 56,948.00 shares of Lowe's Companies Inc(LOW), totaling $13.28 Mil. This investment constitutes 6.23% of their stock portfolio, and Berkeley, Inc now holds 0.01% of the outstanding Lowe's Companies Inc(LOW) stock.

The initial trade took place in 2020Q4. And since then Berkeley, Inc has made 12 purchases of LOW, at an average price of $197.14, for a total of 65,960.00 shares. In addition, there have been 5 sales at an average price of $233.63 for 9,012.00 shares. Based on historical transaction data and LOW's current price of $226.83, Berkeley, Inc's estimated gain on his LOW holdings is $2.02 Mil, reflecting a 15.53% gain to date.

Berkeley, Inc LOW ($226.83) Holding Chart

Berkeley, Inc LOW ($226.83) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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