Number of Shares
124,510.00
Current Holdings Value*
$2.14 Mil
% of Portfolio
1.14%
Total Estimate Gain
$926,158.91
% of Total Estimate Gain
40.76%

Lodestone Wealth Management LLC's Macerich Co Holding Summary

As of 2025-03-31, Lodestone Wealth Management LLC held 124,510.00 shares of Macerich Co(MAC), totaling $2.14 Mil. This investment constitutes 1.14% of their stock portfolio, and Lodestone Wealth Management LLC now holds 0.05% of the outstanding Macerich Co(MAC) stock.

The initial trade took place in 2022Q4. And since then Lodestone Wealth Management LLC has made 3 purchases of MAC, at an average price of $11.18, for a total of 203,183.00 shares. In addition, there have been 6 sales at an average price of $15.16 for 78,673.00 shares. Based on historical transaction data and MAC's current price of $16.11, Lodestone Wealth Management LLC's estimated gain on his MAC holdings is $926,158.91, reflecting a 40.76% gain to date.

Lodestone Wealth Management LLC MAC ($16.11) Holding Chart

Lodestone Wealth Management LLC MAC ($16.11) 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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