Security National Trust’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $518K | Hold |
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|
2021
Q2 | $518K | Sell |
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|
2021
Q1 | $459K | Hold |
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|
2020
Q4 | $393K | Buy |
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|
2020
Q3 | $321K | Hold |
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|
2020
Q2 | $305K | Hold |
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|
2020
Q1 | $274K | Hold |
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|
2019
Q4 | $398K | Hold |
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|
2019
Q3 | $378K | Sell |
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|
2019
Q2 | $414K | Hold |
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|
2019
Q1 | $368K | Buy |
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|
2018
Q4 | $316K | Sell |
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|
2018
Q3 | $385K | Buy |
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|
2018
Q2 | $349K | Hold |
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|
2018
Q1 | $333K | Hold |
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|
2017
Q4 | $353K | Hold |
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|
2017
Q3 | $322K | Hold |
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|
2017
Q2 | $300K | Sell |
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|
2017
Q1 | $301K | Sell |
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|
2016
Q4 | $319K | Buy |
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|
2016
Q3 | $180K | Hold |
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|
2016
Q2 | $171K | Hold |
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|
2016
Q1 | $173K | Hold |
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|
2015
Q4 | $195K | Sell |
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|
2015
Q3 | $293K | Sell |
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|
2015
Q2 | $316K | Hold |
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|
2015
Q1 | $317K | Sell |
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|
2014
Q4 | $434K | Sell |
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|
2014
Q3 | $476K | Sell |
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|
2014
Q2 | $535K | Sell |
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|
2014
Q1 | $510K | Hold |
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|
2013
Q4 | $515K | Buy |
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|
2013
Q3 | $270K | Buy |
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|
2013
Q2 | $259K | Buy |
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