Bogart Wealth LLC’s Markel Group MKL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$19.1K Buy
2025
Q2
$18K Hold
2025
Q1
$16.8K Sell
2024
Q4
$19K Buy
2024
Q3
$14.1K Sell
2024
Q2
$61.5K Hold
2024
Q1
$59.3K Hold
2023
Q4
$55.4K Hold
2023
Q3
$57.4K Buy
2023
Q2
$49.8K Hold
2023
Q1
$46K Buy
2022
Q4
$39.5K Hold
2022
Q3
$33K Hold
2022
Q2
$39K Buy