Alpha Omega Wealth Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.71M | Sell |
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|
2025
Q1 | $6.69M | Buy |
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|
2024
Q4 | $5.79M | Buy |
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|
2024
Q3 | $5.24M | Buy |
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|
2024
Q2 | $5.23M | Buy |
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|
2024
Q1 | $5.01M | Sell |
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|
2023
Q4 | $4.77M | Sell |
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|
2023
Q3 | $4.96M | Sell |
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|
2023
Q2 | $4.73M | Sell |
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|
2023
Q1 | $4.37M | Sell |
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|
2022
Q4 | $4.6M | Buy |
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|
2022
Q3 | $3.78M | Sell |
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|
2022
Q2 | $4.67M | Sell |
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|
2022
Q1 | $5.45M | Hold |
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|
2021
Q4 | $4.69M | Sell |
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|
2021
Q3 | $4.42M | Hold |
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|
2021
Q2 | $4.39M | Sell |
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|
2021
Q1 | $4.33M | Sell |
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|
2020
Q4 | $3.93M | Sell |
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|
2020
Q3 | $3.72M | Hold |
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|
2020
Q2 | $3.53M | Sell |
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|
2020
Q1 | $3.66M | Buy |
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|
2019
Q4 | $4.06M | Sell |
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|
2019
Q3 | $4.21M | Buy |
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|
2019
Q2 | $620K | Buy |
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|
2019
Q1 | $517K | Buy |
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|
2018
Q4 | $530K | Buy |
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|
2018
Q3 | $595K | Hold |
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|
2018
Q2 | $543K | Buy |
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|
2018
Q1 | $575K | Buy |
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|
2017
Q4 | $551K | Sell |
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|
2017
Q3 | $586K | Buy |
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|
2017
Q2 | $532K | Buy |
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|
2017
Q1 | $499K | Hold |
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|
2016
Q4 | $462K | Buy |
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