Security National Trust’s Meta Platforms (Facebook) META Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$4.9M	Hold	14,100	–	–	1.14%	28
2021 Q2	$4.9M	Sell	14,100 -308	-2%	-$107K	1.09%	29
2021 Q1	$4.24M	Sell	14,408 -260	-2%	-$76.6K	1%	31
2020 Q4	$4.01M	Buy	14,668 +252	+2%	+$68.8K	1%	32
2020 Q3	$3.78M	Buy	14,416 +208	+1%	+$54.5K	1.06%	27
2020 Q2	$3.23M	Buy	14,208 +110	+0.8%	+$25K	0.97%	33
2020 Q1	$2.35M	Buy	14,098 +168	+1%	+$28K	0.86%	38
2019 Q4	$2.86M	Buy	13,930 +546	+4%	+$112K	0.83%	41
2019 Q3	$2.38M	Sell	13,384 -105	-0.8%	-$18.7K	0.75%	45
2019 Q2	$2.6M	Sell	13,489 -53	-0.4%	-$10.2K	0.82%	42
2019 Q1	$2.26M	Buy	13,542 +325	+2%	+$54.2K	0.72%	50
2018 Q4	$1.73M	Sell	13,217 -40	-0.3%	-$5.24K	0.64%	57
2018 Q3	$2.18M	Sell	13,257 -90	-0.7%	-$14.8K	0.68%	51
2018 Q2	$2.59M	Buy	13,347 +20	+0.2%	+$3.89K	0.86%	41
2018 Q1	$2.13M	Buy	13,327 +295	+2%	+$47.1K	0.71%	46
2017 Q4	$2.3M	Buy	13,032 +45	+0.3%	+$7.94K	0.74%	46
2017 Q3	$2.22M	Sell	12,987 -2,252	-15%	-$385K	0.73%	47
2017 Q2	$2.3M	Sell	15,239 -1,143	-7%	-$173K	0.77%	40
2017 Q1	$2.33M	Buy	16,382 +132	+0.8%	+$18.8K	0.78%	39
2016 Q4	$1.87M	Buy	16,250 +155	+1%	+$17.8K	0.67%	48
2016 Q3	$2.07M	Buy	16,095 +1,120	+7%	+$144K	0.75%	37
2016 Q2	$1.71M	Buy	14,975 +6,935	+86%	+$792K	0.63%	50
2016 Q1	$917K	Buy	8,040 +3,643	+83%	+$416K	0.35%	75
2015 Q4	$461K	Hold	4,397	–	–	0.18%	102
2015 Q3	$396K	Hold	4,397	–	–	0.15%	118
2015 Q2	$377K	Hold	4,397	–	–	0.14%	131
2015 Q1	$361K	Hold	4,397	–	–	0.13%	139
2014 Q4	$343K	Buy	4,397 +168	+4%	+$13.1K	0.13%	137
2014 Q3	$334K	Buy	4,229 +162	+4%	+$12.8K	0.14%	130
2014 Q2	$274K	Sell	4,067 -100	-2%	-$6.74K	0.11%	152
2014 Q1	$251K	Hold	4,167	–	–	0.1%	156
2013 Q4	$227K	Sell	4,167 -706	-14%	-$38.5K	0.09%	156
2013 Q3	$245K	Buy	4,873 +100	+2%	+$5.03K	0.11%	147
2013 Q2	$119K	Buy	+4,773	New	+$119K	0.06%	190