Avantax Advisory Services’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 | $807K | Buy |
404
+105
| +35% | +$210K | ﹤0.01% | 1298 |
|
|
2025
Q1 | $559K | Hold |
299
| – | – | ﹤0.01% | 1440 |
|
|
2024
Q4 | $516K | Buy |
299
+32
| +12% | +$55.2K | ﹤0.01% | 1423 |
|
|
2024
Q3 | $419K | Sell |
267
-6
| -2% | -$9.41K | ﹤0.01% | 1536 |
|
|
2024
Q2 | $430K | Buy |
273
+82
| +43% | +$129K | ﹤0.01% | 1465 |
|
|
2024
Q1 | $291K | Sell |
191
-6
| -3% | -$9.13K | ﹤0.01% | 1313 |
|
|
2023
Q4 | $280K | Sell |
197
-30
| -13% | -$42.6K | ﹤0.01% | 1275 |
|
|
2023
Q3 | $334K | Buy |
227
+18
| +9% | +$26.5K | ﹤0.01% | 1135 |
|
|
2023
Q2 | $289K | Sell |
209
-2
| -0.9% | -$2.77K | ﹤0.01% | 1207 |
|
|
2023
Q1 | $270K | Buy |
211
+11
| +6% | +$14.1K | ﹤0.01% | 1211 |
|
|
2022
Q4 | $263K | Buy |
+200
| New | +$263K | ﹤0.01% | 1170 |
|
|
2020
Q4 | – | Sell |
-256
| Closed | -$252K | – | 1186 |
|
|
2020
Q3 | $252K | Buy |
+256
| New | +$252K | ﹤0.01% | 1108 |
|