Security National Trust’s Amazon AMZN Stock Holding History

Security National Trust’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$10.7M	Hold	61,980	–	–	2.47%	5
2021 Q2	$10.7M	Sell	61,980 -2,000	-3%	-$344K	2.37%	6
2021 Q1	$9.9M	Sell	63,980 -800	-1%	-$124K	2.33%	6
2020 Q4	$10.5M	Buy	64,780 +820	+1%	+$134K	2.62%	6
2020 Q3	$10.1M	Buy	63,960 +440	+0.7%	+$69.3K	2.83%	5
2020 Q2	$8.76M	Sell	63,520 -420	-0.7%	-$57.9K	2.63%	6
2020 Q1	$6.23M	Buy	63,940 +1,440	+2%	+$140K	2.27%	6
2019 Q4	$5.77M	Sell	62,500 -280	-0.4%	-$25.9K	1.68%	11
2019 Q3	$5.45M	Sell	62,780 -1,040	-2%	-$90.3K	1.71%	11
2019 Q2	$6.04M	Sell	63,820 -980	-2%	-$92.8K	1.9%	8
2019 Q1	$5.77M	Buy	64,800 +520	+0.8%	+$46.3K	1.85%	9
2018 Q4	$4.83M	Sell	64,280 -360	-0.6%	-$27K	1.79%	9
2018 Q3	$6.47M	Buy	64,640 +1,260	+2%	+$126K	2.03%	7
2018 Q2	$5.39M	Sell	63,380 -960	-1%	-$81.6K	1.79%	8
2018 Q1	$4.66M	Buy	64,340 +2,240	+4%	+$162K	1.55%	11
2017 Q4	$3.63M	Buy	62,100 +460	+0.7%	+$26.9K	1.17%	25
2017 Q3	$2.96M	Sell	61,640 -180	-0.3%	-$8.65K	0.98%	33
2017 Q2	$2.99M	Buy	61,820 +1,300	+2%	+$62.9K	1%	30
2017 Q1	$2.68M	Buy	60,520 +4,160	+7%	+$184K	0.9%	35
2016 Q4	$2.11M	Buy	56,360 +8,340	+17%	+$313K	0.76%	42
2016 Q3	$2.01M	Buy	48,020 +3,160	+7%	+$132K	0.73%	42
2016 Q2	$1.61M	Buy	44,860 +6,660	+17%	+$238K	0.59%	55
2016 Q1	$1.13M	Buy	38,200 +1,900	+5%	+$56.4K	0.43%	66
2015 Q4	$1.23M	Buy	36,300 +2,800	+8%	+$94.6K	0.48%	62
2015 Q3	$858K	Sell	33,500 -400	-1%	-$10.2K	0.33%	74
2015 Q2	$736K	Buy	33,900 +1,000	+3%	+$21.7K	0.26%	85
2015 Q1	$612K	Buy	32,900 +4,500	+16%	+$83.7K	0.22%	95
2014 Q4	$441K	Sell	28,400 -1,640	-5%	-$25.5K	0.16%	117
2014 Q3	$484K	Buy	30,040 +1,300	+5%	+$20.9K	0.2%	102
2014 Q2	$467K	Buy	28,740 +7,460	+35%	+$121K	0.18%	112
2014 Q1	$358K	Hold	21,280	–	–	0.15%	125
2013 Q4	$425K	Buy	21,280 +1,200	+6%	+$24K	0.18%	113
2013 Q3	$314K	Buy	20,080 +13,080	+187%	+$205K	0.14%	122
2013 Q2	$97K	Buy	+7,000	New	+$97K	0.05%	205