Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-47
| Closed | -$81.1K | – | 1711 |
|
|
2024
Q4 | $81.1K | Hold |
47
| – | – | ﹤0.01% | 963 |
|
|
2024
Q3 | $73.7K | Hold |
47
| – | – | ﹤0.01% | 985 |
|
|
2024
Q2 | $74.1K | Hold |
47
| – | – | ﹤0.01% | 964 |
|
|
2024
Q1 | $71.5K | Buy |
47
+20
| +74% | +$30.4K | ﹤0.01% | 1089 |
|
|
2023
Q4 | $38.3K | Hold |
27
| – | – | ﹤0.01% | 780 |
|
|
2023
Q3 | $39.8K | Hold |
27
| – | – | ﹤0.01% | 803 |
|
|
2023
Q2 | $37.3K | Hold |
27
| – | – | ﹤0.01% | 825 |
|
|
2023
Q1 | $34.5K | Hold |
27
| – | – | ﹤0.01% | 853 |
|
|
2022
Q4 | $35.6K | Hold |
27
| – | – | ﹤0.01% | 679 |
|
|
2022
Q3 | $29K | Buy |
27
+25
| +1,250% | +$26.9K | ﹤0.01% | 691 |
|
|
2022
Q2 | $2K | Hold |
2
| – | – | ﹤0.01% | 950 |
|
|
2022
Q1 | $2K | Hold |
2
| – | – | ﹤0.01% | 989 |
|
|
2021
Q4 | $2K | Hold |
2
| – | – | ﹤0.01% | 978 |
|
|
2021
Q3 | $2K | Hold |
2
| – | – | ﹤0.01% | 947 |
|
|
2021
Q2 | $2K | Sell |
2
-25
| -93% | -$25K | ﹤0.01% | 909 |
|
|
2021
Q1 | $30K | Hold |
27
| – | – | ﹤0.01% | 578 |
|
|
2020
Q4 | $27K | Hold |
27
| – | – | ﹤0.01% | 570 |
|
|
2020
Q3 | $26K | Hold |
27
| – | – | ﹤0.01% | 564 |
|
|
2020
Q2 | $24K | Buy |
27
+2
| +8% | +$1.78K | ﹤0.01% | 551 |
|
|
2020
Q1 | $23K | Buy |
+25
| New | +$23K | ﹤0.01% | 504 |
|
|
2019
Q3 | – | Sell |
-10
| Closed | -$11K | – | 837 |
|
|
2019
Q2 | $11K | Hold |
10
| – | – | ﹤0.01% | 589 |
|
|
2019
Q1 | $9K | Hold |
10
| – | – | ﹤0.01% | 536 |
|
|
2018
Q4 | $10K | Hold |
10
| – | – | ﹤0.01% | 569 |
|
|
2018
Q3 | $12K | Sell |
10
-266
| -96% | -$319K | ﹤0.01% | 567 |
|
|
2018
Q2 | $299K | Hold |
276
| – | – | 0.07% | 247 |
|
|
2018
Q1 | $323K | Buy |
276
+30
| +12% | +$35.1K | 0.07% | 222 |
|
|
2017
Q4 | $280K | Buy |
246
+240
| +4,000% | +$273K | 0.06% | 258 |
|
|
2017
Q3 | $6K | Hold |
6
| – | – | ﹤0.01% | 377 |
|
|
2017
Q2 | $6K | Buy |
+6
| New | +$6K | ﹤0.01% | 356 |
|