Lodestone Wealth Management LLC's ownership history for MA

Lodestone Wealth Management LLC currently holds 520 shares with a market value of $297.0K. It started holding MA on 2024-09-30. At its peak, it held 835 shares on 2024-12-31. Its highest holding value was $442.7K on 2025-03-31. At its lowest, it held 520 shares on 2025-12-31, with a value of $297.0K on 2025-12-31. In the recent 180 days, Lodestone Wealth Management LLC has decreased its shares by 228. In the recent year, Lodestone Wealth Management LLC has decreased its shares by 315.