Accretive Wealth Partners’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
143
| – | – | 0.09% | 127 |
|
|
2025
Q1 | $268K | Hold |
143
| – | – | 0.09% | 131 |
|
|
2024
Q4 | $247K | Hold |
143
| – | – | 0.1% | 121 |
|
|
2024
Q3 | $224K | Hold |
143
| – | – | 0.09% | 126 |
|
|
2024
Q2 | $225K | Hold |
143
| – | – | 0.09% | 127 |
|
|
2024
Q1 | $226K | Buy |
+143
| New | +$226K | 0.1% | 130 |
|