AssetMark Inc’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 | $99.9K | Buy |
50
+14
| +39% | +$28K | ﹤0.01% | 1363 |
|
|
2025
Q1 | $67.3K | Hold |
36
| – | – | ﹤0.01% | 1367 |
|
|
2024
Q4 | $62.1K | Buy |
36
+21
| +140% | +$36.3K | ﹤0.01% | 1362 |
|
|
2024
Q3 | $23.5K | Hold |
15
| – | – | ﹤0.01% | 1462 |
|
|
2024
Q2 | $23.6K | Hold |
15
| – | – | ﹤0.01% | 1356 |
|
|
2024
Q1 | $22.8K | Hold |
15
| – | – | ﹤0.01% | 1268 |
|
|
2023
Q4 | $21.3K | Hold |
15
| – | – | ﹤0.01% | 1285 |
|
|
2023
Q3 | $22.1K | Hold |
15
| – | – | ﹤0.01% | 1227 |
|
|
2023
Q2 | $20.7K | Hold |
15
| – | – | ﹤0.01% | 1202 |
|
|
2023
Q1 | $19.2K | Hold |
15
| – | – | ﹤0.01% | 1190 |
|
|
2022
Q4 | $19.8K | Hold |
15
| – | – | ﹤0.01% | 1209 |
|
|
2022
Q3 | $16K | Sell |
15
-5
| -25% | -$5.33K | ﹤0.01% | 1167 |
|
|
2022
Q2 | $26K | Buy |
20
+5
| +33% | +$6.5K | ﹤0.01% | 1069 |
|
|
2022
Q1 | $22K | Hold |
15
| – | – | ﹤0.01% | 1057 |
|
|
2021
Q4 | $19K | Hold |
15
| – | – | ﹤0.01% | 1063 |
|
|
2021
Q3 | $18K | Buy |
+15
| New | +$18K | ﹤0.01% | 953 |
|
|
2018
Q4 | – | Sell |
-4
| Closed | -$5K | – | 1499 |
|
|
2018
Q3 | $5K | Hold |
4
| – | – | ﹤0.01% | 1173 |
|
|
2018
Q2 | $4K | Hold |
4
| – | – | ﹤0.01% | 1200 |
|
|
2018
Q1 | $5K | Hold |
4
| – | – | ﹤0.01% | 1156 |
|
|
2017
Q4 | $5K | Hold |
4
| – | – | ﹤0.01% | 1248 |
|
|
2017
Q3 | $4K | Hold |
4
| – | – | ﹤0.01% | 1179 |
|
|
2017
Q2 | $4K | Hold |
4
| – | – | ﹤0.01% | 1139 |
|
|
2017
Q1 | $4K | Buy |
+4
| New | +$4K | ﹤0.01% | 1051 |
|