Amer shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Amer (UHAL) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Amer
Tip: Access up to 7 years of quarterly data
All positions including Amer held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Amer by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $342k | 4.4k | 77.48 |
| 2024-06-30 | $258k | 4.2k | 61.73 |
| 2024-03-31 | $288k | 4.3k | 67.54 |
| 2023-12-31 | $243k | 3.4k | 71.80 |
| 2023-09-30 | $232k | 4.2k | 54.57 |
More positions owned by Lodestone Wealth Management
View all positions for Lodestone Wealth Management