AOWM
Alpha Omega Wealth Management’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.71M | Sell |
3,358
-219
| -6% | -$437K | 1.2% | 22 |
|
|
2025
Q1 | $6.69M | Buy |
3,577
+220
| +7% | +$411K | 1.28% | 20 |
|
|
2024
Q4 | $5.79M | Buy |
3,357
+17
| +0.5% | +$29.3K | 1.1% | 21 |
|
|
2024
Q3 | $5.24M | Buy |
3,340
+22
| +0.7% | +$34.5K | 0.96% | 26 |
|
|
2024
Q2 | $5.23M | Buy |
3,318
+26
| +0.8% | +$41K | 1% | 24 |
|
|
2024
Q1 | $5.01M | Sell |
3,292
-69
| -2% | -$105K | 0.93% | 31 |
|
|
2023
Q4 | $4.77M | Sell |
3,361
-6
| -0.2% | -$8.52K | 0.79% | 28 |
|
|
2023
Q3 | $4.96M | Sell |
3,367
-50
| -1% | -$73.6K | 0.85% | 27 |
|
|
2023
Q2 | $4.73M | Sell |
3,417
-5
| -0.1% | -$6.92K | 0.8% | 29 |
|
|
2023
Q1 | $4.37M | Sell |
3,422
-71
| -2% | -$90.7K | 0.76% | 33 |
|
|
2022
Q4 | $4.6M | Buy |
3,493
+5
| +0.1% | +$6.59K | 0.82% | 33 |
|
|
2022
Q3 | $3.78M | Sell |
3,488
-120
| -3% | -$130K | 0.72% | 39 |
|
|
2022
Q2 | $4.67M | Sell |
3,608
-84
| -2% | -$109K | 0.83% | 31 |
|
|
2022
Q1 | $5.45M | Hold |
3,692
| – | – | 0.86% | 26 |
|
|
2021
Q4 | $4.69M | Sell |
3,692
-5
| -0.1% | -$6.35K | 0.72% | 36 |
|
|
2021
Q3 | $4.42M | Hold |
3,697
| – | – | 0.72% | 36 |
|
|
2021
Q2 | $4.39M | Sell |
3,697
-101
| -3% | -$120K | 0.72% | 38 |
|
|
2021
Q1 | $4.33M | Sell |
3,798
-7
| -0.2% | -$7.98K | 0.76% | 38 |
|
|
2020
Q4 | $3.93M | Sell |
3,805
-18
| -0.5% | -$18.6K | 0.67% | 36 |
|
|
2020
Q3 | $3.72M | Hold |
3,823
| – | – | 0.53% | 35 |
|
|
2020
Q2 | $3.53M | Sell |
3,823
-125
| -3% | -$115K | 0.54% | 33 |
|
|
2020
Q1 | $3.66M | Buy |
3,948
+397
| +11% | +$368K | 0.68% | 21 |
|
|
2019
Q4 | $4.06M | Sell |
3,551
-60
| -2% | -$68.6K | 0.65% | 30 |
|
|
2019
Q3 | $4.21M | Buy |
3,611
+3,042
| +535% | +$3.54M | 0.68% | 24 |
|
|
2019
Q2 | $620K | Buy |
569
+50
| +10% | +$54.5K | 0.26% | 73 |
|
|
2019
Q1 | $517K | Buy |
519
+8
| +2% | +$7.97K | 0.23% | 83 |
|
|
2018
Q4 | $530K | Buy |
511
+10
| +2% | +$10.4K | 0.27% | 74 |
|
|
2018
Q3 | $595K | Hold |
501
| – | – | 0.27% | 69 |
|
|
2018
Q2 | $543K | Buy |
501
+10
| +2% | +$10.8K | 0.27% | 75 |
|
|
2018
Q1 | $575K | Buy |
491
+7
| +1% | +$8.2K | 0.29% | 70 |
|
|
2017
Q4 | $551K | Sell |
484
-65
| -12% | -$74K | 0.27% | 72 |
|
|
2017
Q3 | $586K | Buy |
549
+4
| +0.7% | +$4.27K | 0.29% | 69 |
|
|
2017
Q2 | $532K | Buy |
545
+34
| +7% | +$33.2K | 0.27% | 74 |
|
|
2017
Q1 | $499K | Hold |
511
| – | – | 0.27% | 76 |
|
|
2016
Q4 | $462K | Buy |
+511
| New | +$462K | 0.24% | 78 |
|