Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5
| Closed | -$7.88K | – | 1149 |
|
|
2024
Q2 | $7.88K | Hold |
5
| – | – | ﹤0.01% | 942 |
|
|
2024
Q1 | $7.61K | Hold |
5
| – | – | ﹤0.01% | 937 |
|
|
2023
Q4 | $7.06K | Hold |
5
| – | – | ﹤0.01% | 1047 |
|
|
2023
Q3 | $7.36K | Hold |
5
| – | – | ﹤0.01% | 960 |
|
|
2023
Q2 | $6.92K | Hold |
5
| – | – | ﹤0.01% | 957 |
|
|
2023
Q1 | $6.39K | Hold |
5
| – | – | ﹤0.01% | 867 |
|
|
2022
Q4 | $6.59K | Buy |
5
+1
| +25% | +$1.32K | ﹤0.01% | 879 |
|
|
2022
Q3 | $4.34K | Sell |
4
-6
| -60% | -$6.51K | ﹤0.01% | 951 |
|
|
2022
Q2 | $12.9K | Buy |
+10
| New | +$12.9K | ﹤0.01% | 819 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | -$1.03K | – | 1161 |
|
|
2020
Q4 | $1.03K | Buy |
+1
| New | +$1.03K | ﹤0.01% | 1042 |
|