Security National Bank’s Mastercard MA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.51M	Hold	4,471	–	–	0.43%	49
2025 Q1	$2.45M	Sell	4,471 -95	-2%	-$52.1K	0.46%	49
2024 Q4	$2.4M	Hold	4,566	–	–	0.34%	49
2024 Q3	$2.25M	Hold	4,566	–	–	0.31%	54
2024 Q2	$2.01M	Hold	4,566	–	–	0.29%	54
2024 Q1	$2.2M	Hold	4,566	–	–	0.33%	51
2023 Q4	$1.95M	Buy	4,566 +73	+2%	+$31.1K	0.44%	52
2023 Q3	$1.79M	Hold	4,493	–	–	0.5%	50
2023 Q2	$1.77M	Hold	4,493	–	–	0.45%	53
2023 Q1	$1.63M	Hold	4,493	–	–	0.44%	53
2022 Q4	$1.56M	Hold	4,493	–	–	0.42%	54
2022 Q3	$1.28M	Sell	4,493 -7	-0.2%	-$1.99K	0.36%	56
2022 Q2	$1.42M	Hold	4,500	–	–	0.39%	53
2022 Q1	$1.61M	Sell	4,500 -160	-3%	-$57.2K	0.37%	50
2021 Q4	$1.67M	Sell	4,660 -250	-5%	-$89.8K	0.38%	49
2021 Q3	$1.71M	Buy	4,910 +2,000	+69%	+$695K	0.43%	48
2021 Q2	$1.06M	Sell	2,910 -550	-16%	-$201K	0.28%	51
2021 Q1	$1.23M	Hold	3,460	–	–	0.36%	49
2020 Q4	$1.24M	Hold	3,460	–	–	0.39%	49
2020 Q3	$1.17M	Hold	3,460	–	–	0.41%	48
2020 Q2	$1.02M	Sell	3,460 -100	-3%	-$29.6K	0.42%	47
2020 Q1	$860K	Sell	3,560 -150	-4%	-$36.2K	0.45%	46
2019 Q4	$1.11M	Sell	3,710 -50	-1%	-$14.9K	0.49%	50
2019 Q3	$1.02M	Hold	3,760	–	–	0.48%	48
2019 Q2	$995K	Hold	3,760	–	–	0.49%	46
2019 Q1	$885K	Buy	3,760 +1,000	+36%	+$235K	0.46%	48
2018 Q4	$521K	Buy	2,760 +210	+8%	+$39.6K	0.32%	51
2018 Q3	$568K	Hold	2,550	–	–	0.31%	50
2018 Q2	$501K	Buy	2,550 +50	+2%	+$9.82K	0.32%	50
2018 Q1	$438K	Hold	2,500	–	–	0.29%	51
2017 Q4	$378K	Hold	2,500	–	–	0.25%	53
2017 Q3	$353K	Hold	2,500	–	–	0.24%	53
2017 Q2	$304K	Hold	2,500	–	–	0.22%	55
2017 Q1	$281K	Buy	+2,500	New	+$281K	0.21%	56