Security National Trust’s Philip Morris PM Stock Holding History

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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$947K	Hold
2021 Q2	$947K	Buy
2021 Q1	$844K	Sell
2020 Q4	$793K	Sell
2020 Q3	$726K	Sell
2020 Q2	$782K	Buy
2020 Q1	$778K	Buy
2019 Q4	$830K	Sell
2019 Q3	$762K	Sell
2019 Q2	$800K	Sell
2019 Q1	$942K	Sell
2018 Q4	$714K	Sell
2018 Q3	$1.48M	Sell
2018 Q2	$1.5M	Sell
2018 Q1	$1.88M	Sell
2017 Q4	$2.01M	Sell
2017 Q3	$2.5M	Sell
2017 Q2	$2.81M	Sell
2017 Q1	$2.86M	Sell
2016 Q4	$2.33M	Sell
2016 Q3	$2.5M	Buy
2016 Q2	$2.6M	Buy
2016 Q1	$2.43M	Sell
2015 Q4	$2.24M	Sell
2015 Q3	$2.06M	Sell
2015 Q2	$2.11M	Sell
2015 Q1	$1.99M	Hold
2014 Q4	$2.15M	Sell
2014 Q3	$2.21M	Buy
2014 Q2	$2.22M	Sell
2014 Q1	$2.22M	Sell
2013 Q4	$3.19M	Buy
2013 Q3	$3.05M	Buy
2013 Q2	$3.01M	Buy