Benjamin F. Edwards & Company’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $361K | Buy |
229
+91
| +66% | +$143K | 0.01% | 768 |
|
|
2024
Q1 | $210K | Buy |
138
+58
| +73% | +$88.3K | ﹤0.01% | 896 |
|
|
2023
Q4 | $114K | Buy |
80
+23
| +40% | +$32.8K | ﹤0.01% | 1041 |
|
|
2023
Q3 | $84K | Sell |
57
-2
| -3% | -$2.95K | ﹤0.01% | 928 |
|
|
2023
Q2 | $82K | Sell |
59
-2
| -3% | -$2.78K | ﹤0.01% | 953 |
|
|
2023
Q1 | $78K | Sell |
61
-1
| -2% | -$1.28K | ﹤0.01% | 981 |
|
|
2022
Q4 | $82K | Buy |
62
+5
| +9% | +$6.61K | ﹤0.01% | 953 |
|
|
2022
Q3 | $62K | Hold |
57
| – | – | ﹤0.01% | 997 |
|
|
2022
Q2 | $74K | Sell |
57
-1
| -2% | -$1.3K | ﹤0.01% | 945 |
|
|
2022
Q1 | $86K | Sell |
58
-1
| -2% | -$1.48K | ﹤0.01% | 899 |
|
|
2021
Q4 | $73K | Hold |
59
| – | – | ﹤0.01% | 954 |
|
|
2021
Q3 | $71K | Sell |
59
-15
| -20% | -$18.1K | ﹤0.01% | 939 |
|
|
2021
Q2 | $88K | Sell |
74
-23
| -24% | -$27.4K | ﹤0.01% | 877 |
|
|
2021
Q1 | $111K | Buy |
97
+13
| +15% | +$14.9K | 0.01% | 816 |
|
|
2020
Q4 | $87K | Sell |
84
-16
| -16% | -$16.6K | 0.01% | 825 |
|
|
2020
Q3 | $97K | Sell |
100
-159
| -61% | -$154K | 0.01% | 754 |
|
|
2020
Q2 | $239K | Sell |
259
-95
| -27% | -$87.7K | 0.02% | 526 |
|
|
2020
Q1 | $328K | Sell |
354
-15
| -4% | -$13.9K | 0.03% | 403 |
|
|
2019
Q4 | $422K | Sell |
369
-2
| -0.5% | -$2.29K | 0.03% | 427 |
|
|
2019
Q3 | $438K | Buy |
371
+180
| +94% | +$213K | 0.03% | 390 |
|
|
2019
Q2 | $208K | Buy |
191
+1
| +0.5% | +$1.09K | 0.02% | 518 |
|
|
2019
Q1 | $189K | Buy |
190
+90
| +90% | +$89.5K | 0.02% | 513 |
|
|
2018
Q4 | $104K | Buy |
100
+15
| +18% | +$15.6K | 0.01% | 655 |
|
|
2018
Q3 | $101K | Hold |
85
| – | – | 0.01% | 670 |
|
|
2018
Q2 | $92K | Sell |
85
-5
| -6% | -$5.41K | 0.01% | 695 |
|
|
2018
Q1 | $105K | Hold |
90
| – | – | 0.01% | 662 |
|
|
2017
Q4 | $103K | Hold |
90
| – | – | 0.01% | 641 |
|
|
2017
Q3 | $96K | Sell |
90
-12
| -12% | -$12.8K | 0.01% | 610 |
|
|
2017
Q2 | $100K | Sell |
102
-10
| -9% | -$9.8K | 0.01% | 572 |
|
|
2017
Q1 | $109K | Sell |
112
-68
| -38% | -$66.2K | 0.02% | 539 |
|
|
2016
Q4 | $163K | Buy |
180
+92
| +105% | +$83.3K | 0.03% | 404 |
|
|
2016
Q3 | $82K | Sell |
88
-3
| -3% | -$2.8K | 0.01% | 463 |
|
|
2016
Q2 | $87K | Buy |
91
+56
| +160% | +$53.5K | 0.02% | 431 |
|
|
2016
Q1 | $31K | Hold |
35
| – | – | 0.01% | 597 |
|
|
2015
Q4 | $31K | Hold |
35
| – | – | 0.01% | 606 |
|
|
2015
Q3 | $28K | Buy |
35
+10
| +40% | +$8K | 0.01% | 633 |
|
|
2015
Q2 | $20K | Buy |
+25
| New | +$20K | ﹤0.01% | 778 |
|