Bogart Wealth LLC’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Hold |
9
| – | – | ﹤0.01% | 654 |
|
|
2025
Q1 | $16.8K | Sell |
9
-2
| -18% | -$3.74K | ﹤0.01% | 620 |
|
|
2024
Q4 | $19K | Buy |
11
+2
| +22% | +$3.45K | ﹤0.01% | 591 |
|
|
2024
Q3 | $14.1K | Sell |
9
-30
| -77% | -$47.1K | ﹤0.01% | 613 |
|
|
2024
Q2 | $61.5K | Hold |
39
| – | – | ﹤0.01% | 366 |
|
|
2024
Q1 | $59.3K | Hold |
39
| – | – | ﹤0.01% | 354 |
|
|
2023
Q4 | $55.4K | Hold |
39
| – | – | ﹤0.01% | 359 |
|
|
2023
Q3 | $57.4K | Buy |
39
+3
| +8% | +$4.42K | ﹤0.01% | 329 |
|
|
2023
Q2 | $49.8K | Hold |
36
| – | – | ﹤0.01% | 329 |
|
|
2023
Q1 | $46K | Buy |
36
+6
| +20% | +$7.67K | ﹤0.01% | 328 |
|
|
2022
Q4 | $39.5K | Hold |
30
| – | – | ﹤0.01% | 325 |
|
|
2022
Q3 | $33K | Hold |
30
| – | – | ﹤0.01% | 362 |
|
|
2022
Q2 | $39K | Buy |
+30
| New | +$39K | ﹤0.01% | 318 |
|