Number of Shares
9,871.00
Current Holdings Value*
$2.30 Mil
% of Portfolio
1.34%
Total Estimate Gain
$210,575.50
% of Total Estimate Gain
6.93%

Values First Advisors, Inc.'s Lowe's Companies Inc Holding Summary

As of 2025-03-31, Values First Advisors, Inc. held 9,871.00 shares of Lowe's Companies Inc(LOW), totaling $2.30 Mil. This investment constitutes 1.34% of their stock portfolio, and Values First Advisors, Inc. now holds 0% of the outstanding Lowe's Companies Inc(LOW) stock.

The initial trade took place in 2019Q4. And since then Values First Advisors, Inc. has made 5 purchases of LOW, at an average price of $201.52, for a total of 15,069.00 shares. In addition, there have been 8 sales at an average price of $216.42 for 5,198.00 shares. Based on historical transaction data and LOW's current price of $215.01, Values First Advisors, Inc.'s estimated gain on his LOW holdings is $210,575.50, reflecting a 6.93% gain to date.

Values First Advisors, Inc. LOW ($215.01) Holding Chart

Values First Advisors, Inc. LOW ($215.01) 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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