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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

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Quarterly reported holdings in Amer by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $288k 4.3k 67.54
2023-12-31 $243k 3.4k 71.80
2023-09-30 $232k 4.2k 54.57