Bartlett & Co’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7K | Hold |
5
| – | – | ﹤0.01% | 1046 |
|
|
2023
Q3 | $7K | Hold |
5
| – | – | ﹤0.01% | 965 |
|
|
2023
Q2 | $7K | Hold |
5
| – | – | ﹤0.01% | 956 |
|
|
2023
Q1 | $6K | Hold |
5
| – | – | ﹤0.01% | 869 |
|
|
2022
Q4 | $7K | Buy |
5
+1
| +25% | +$1.4K | ﹤0.01% | 870 |
|
|
2022
Q3 | $4K | Sell |
4
-6
| -60% | -$6K | ﹤0.01% | 956 |
|
|
2022
Q2 | $13K | Buy |
+10
| New | +$13K | ﹤0.01% | 817 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | -$1K | – | 1124 |
|
|
2020
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1032 |
|
|
2013
Q4 | – | Sell |
-10
| Closed | -$5K | – | 749 |
|
|
2013
Q3 | $5K | Buy |
+10
| New | +$5K | ﹤0.01% | 645 |
|