BerganKDV Wealth Management’s Markel Group MKL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-7	Closed	-$8K	–	1083
2022 Q3	$8K	Hold	7	–	–	﹤0.01%	608
2022 Q2	$9K	Hold	7	–	–	﹤0.01%	608
2022 Q1	$10K	Sell	7 -1	-13%	-$1.29K	﹤0.01%	613
2021 Q4	$10K	Sell	8 -1	-11%	-$1.26K	﹤0.01%	660
2021 Q3	$11K	Buy	9 +7	+350%	+$8.63K	﹤0.01%	626
2021 Q2	$2K	Hold	2	–	–	﹤0.01%	828
2021 Q1	$2K	Hold	2	–	–	﹤0.01%	788
2020 Q4	$2K	Hold	2	–	–	﹤0.01%	786
2020 Q3	$2K	Sell	2 -3	-60%	-$3.05K	﹤0.01%	710
2020 Q2	$5K	Buy	5 +2	+67%	+$1.82K	﹤0.01%	630
2020 Q1	$3K	Hold	3	–	–	﹤0.01%	675
2019 Q4	$3K	Hold	3	–	–	﹤0.01%	712
2019 Q3	$4K	Hold	3	–	–	﹤0.01%	589
2019 Q2	$3K	Hold	3	–	–	﹤0.01%	641
2019 Q1	$3K	Hold	3	–	–	﹤0.01%	640
2018 Q4	$3K	Hold	3	–	–	﹤0.01%	596
2018 Q3	$4K	Hold	3	–	–	﹤0.01%	550
2018 Q2	$3K	Buy	+3	New	+$3.39K	﹤0.01%	589