Lodestone Wealth Management LLC Sells in Q4 2024

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCK
Mckesson Corp

Healthcare
-57
- 6.51%
$482.27 - $628.5 $27.5K - $35.8K
818 $466M
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.06%
$873.59 - $994.69 $874 - $995
1.64K $1.5B
CGGR
Capital Group Growth ETF Shs C

ETFs
-206
- 0.82%
$34.49 - $39.24 $7.1K - $8.08K
24.9K $926M
FTNT
Fortinet, Inc.

Technology
-2
- 0.06%
$76.49 - $99.21 $153 - $198
3.39K $320M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-143
- 0.29%
$61.52 - $66.5 $8.8K - $9.51K
48.4K $3.08B
JPM
Jpmorgan Chase & CO

Financial Services
-2.21K
- 10.24%
$205.18 - $250.29 $453K - $553K
19.4K $4.64B
BAC
Bank Of America Corp

Financial Services
-3.47K
- 4.87%
$39.22 - $47.77 $136K - $166K
67.7K $2.97B
GOOGL
Alphabet Inc.

Communication Services
-33
- 0.38%
$161.86 - $196.66 $5.34K - $6.49K
8.7K $1.65B
MAC
Macerich CO

Real Estate
-2.19K
- 1.42%
$17.44 - $22.11 $38.2K - $48.5K
152K $3.03B
TSLA
Tesla, Inc.

Consumer Cyclical
-64
- 3.47%
$213.65 - $479.86 $13.7K - $30.7K
1.78K $719M
AXP
American Express CO

Financial Services
-299
- 2.14%
$267.35 - $305.57 $79.9K - $91.4K
13.7K $4.06B
PLTR
Palantir Technologies Inc.

Technology
-643
- 6.77%
$36.46 - $82.38 $23.4K - $53K
8.85K $670M
AMZN
Amazon Com Inc

Consumer Cyclical
-28
- 0.28%
$180.88 - $232.93 $5.06K - $6.52K
10K $2.2B
GOOG
Alphabet Inc.

Communication Services
-59
- 0.28%
$163.08 - $198.16 $9.62K - $11.7K
20.8K $3.95B
AAPL
Apple Inc.

Technology
-194
- 0.58%
$221.69 - $259.02 $43K - $50.2K
33.1K $8.29B
Activity Summary
Buys All Purchases 69 New Holdings 11 Increased Positions 58 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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