Security National Trust’s Merck MRK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$2.23M	Hold	28,725	–	–	0.52%	60
2021 Q2	$2.23M	Sell	28,725 -1,150	-4%	-$89.4K	0.5%	62
2021 Q1	$2.2M	Buy	29,875 +233	+0.8%	+$17.1K	0.52%	62
2020 Q4	$2.31M	Buy	29,642 +465	+2%	+$36.3K	0.58%	56
2020 Q3	$2.31M	Buy	29,177 +277	+1%	+$21.9K	0.65%	52
2020 Q2	$2.13M	Buy	28,900 +1,027	+4%	+$75.8K	0.64%	54
2020 Q1	$2.05M	Sell	27,873 -171	-0.6%	-$12.6K	0.75%	47
2019 Q4	$2.43M	Sell	28,044 -681	-2%	-$59.1K	0.71%	49
2019 Q3	$2.31M	Sell	28,725 -104	-0.4%	-$8.35K	0.72%	47
2019 Q2	$2.31M	Sell	28,829 -304	-1%	-$24.3K	0.72%	49
2019 Q1	$2.31M	Buy	29,133 +1,509	+5%	+$120K	0.74%	48
2018 Q4	$2.01M	Sell	27,624 -619	-2%	-$45.1K	0.75%	46
2018 Q3	$1.91M	Sell	28,243 -446	-2%	-$30.2K	0.6%	58
2018 Q2	$1.66M	Sell	28,689 -734	-2%	-$42.5K	0.55%	60
2018 Q1	$1.53M	Sell	29,423 -377	-1%	-$19.6K	0.51%	61
2017 Q4	$1.6M	Sell	29,800 -361	-1%	-$19.4K	0.52%	62
2017 Q3	$1.84M	Sell	30,161 -174	-0.6%	-$10.6K	0.61%	56
2017 Q2	$1.86M	Sell	30,335 -685	-2%	-$41.9K	0.62%	55
2017 Q1	$1.88M	Buy	31,020 +1,198	+4%	+$72.6K	0.63%	52
2016 Q4	$1.68M	Buy	29,822 +655	+2%	+$36.8K	0.6%	54
2016 Q3	$1.74M	Buy	29,167 +790	+3%	+$47K	0.63%	51
2016 Q2	$1.56M	Sell	28,377 -104	-0.4%	-$5.72K	0.57%	58
2016 Q1	$1.44M	Sell	28,481 -279	-1%	-$14.1K	0.54%	55
2015 Q4	$1.45M	Buy	28,760 +166	+0.6%	+$8.36K	0.57%	54
2015 Q3	$1.35M	Buy	28,594 +498	+2%	+$23.5K	0.53%	57
2015 Q2	$1.53M	Buy	28,096 +811	+3%	+$44K	0.55%	53
2015 Q1	$1.5M	Sell	27,285 -94	-0.3%	-$5.15K	0.53%	57
2014 Q4	$1.48M	Buy	27,379 +783	+3%	+$42.4K	0.54%	55
2014 Q3	$1.5M	Sell	26,596 -150	-0.6%	-$8.48K	0.61%	47
2014 Q2	$1.48M	Buy	26,746 +1,367	+5%	+$75.4K	0.58%	50
2014 Q1	$1.38M	Buy	25,379 +655	+3%	+$35.5K	0.56%	53
2013 Q4	$1.18M	Buy	24,724 +869	+4%	+$41.5K	0.49%	58
2013 Q3	$1.08M	Buy	23,855 +2,957	+14%	+$134K	0.49%	58
2013 Q2	$927K	Buy	+20,898	New	+$927K	0.45%	62