AE Wealth Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-194
| Closed | -$306K | – | 1295 |
|
|
2024
Q2 | $306K | Buy |
194
+33
| +20% | +$52K | ﹤0.01% | 1027 |
|
|
2024
Q1 | $245K | Sell |
161
-252
| -61% | -$383K | ﹤0.01% | 1030 |
|
|
2023
Q4 | $609K | Buy |
+413
| New | +$609K | ﹤0.01% | 1337 |
|
|
2023
Q3 | – | Sell |
-149
| Closed | -$206K | – | 2025 |
|
|
2023
Q2 | $206K | Buy |
+149
| New | +$206K | ﹤0.01% | 1733 |
|
|
2022
Q3 | – | Sell |
-160
| Closed | -$207K | – | 1820 |
|
|
2022
Q2 | $207K | Sell |
160
-1
| -0.6% | -$1.29K | ﹤0.01% | 1581 |
|
|
2022
Q1 | $238K | Buy |
+161
| New | +$238K | ﹤0.01% | 1517 |
|
|
2020
Q2 | – | Sell |
-220
| Closed | -$204K | – | 1298 |
|
|
2020
Q1 | $204K | Buy |
220
+30
| +16% | +$27.8K | ﹤0.01% | 999 |
|
|
2019
Q4 | $217K | Buy |
+190
| New | +$217K | ﹤0.01% | 1037 |
|
|
2019
Q3 | – | Sell |
-193
| Closed | -$210K | – | 1028 |
|
|
2019
Q2 | $210K | Buy |
+193
| New | +$210K | 0.01% | 887 |
|