Buckingham Strategic Wealth’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 | $429K | Sell |
272
-72
| -21% | -$113K | ﹤0.01% | 502 |
|
|
2024
Q1 | $523K | Buy |
344
+76
| +28% | +$116K | 0.01% | 450 |
|
|
2023
Q4 | $381K | Buy |
268
+3
| +1% | +$4.26K | ﹤0.01% | 509 |
|
|
2023
Q3 | $390K | Buy |
265
+9
| +4% | +$13.3K | 0.01% | 476 |
|
|
2023
Q2 | $354K | Hold |
256
| – | – | 0.01% | 496 |
|
|
2023
Q1 | $337K | Hold |
256
| – | – | 0.01% | 461 |
|
|
2022
Q4 | $337K | Sell |
256
-80
| -24% | -$105K | 0.01% | 463 |
|
|
2022
Q3 | $364K | Sell |
336
-10
| -3% | -$10.8K | 0.01% | 429 |
|
|
2022
Q2 | $447K | Buy |
346
+1
| +0.3% | +$1.29K | 0.01% | 390 |
|
|
2022
Q1 | $509K | Sell |
345
-1
| -0.3% | -$1.48K | 0.01% | 365 |
|
|
2021
Q4 | $427K | Sell |
346
-21
| -6% | -$25.9K | 0.01% | 400 |
|
|
2021
Q3 | $439K | Buy |
367
+11
| +3% | +$13.2K | 0.01% | 382 |
|
|
2021
Q2 | $422K | Sell |
356
-26
| -7% | -$30.8K | 0.01% | 398 |
|
|
2021
Q1 | $435K | Sell |
382
-26
| -6% | -$29.6K | 0.02% | 355 |
|
|
2020
Q4 | $422K | Sell |
408
-3
| -0.7% | -$3.1K | 0.02% | 349 |
|
|
2020
Q3 | $400K | Sell |
411
-29
| -7% | -$28.2K | 0.03% | 303 |
|
|
2020
Q2 | $406K | Buy |
440
+18
| +4% | +$16.6K | 0.04% | 257 |
|
|
2020
Q1 | $392K | Sell |
422
-14
| -3% | -$13K | 0.04% | 283 |
|
|
2019
Q4 | $498K | Sell |
436
-13
| -3% | -$14.8K | 0.05% | 249 |
|
|
2019
Q3 | $531K | Sell |
449
-8
| -2% | -$9.46K | 0.06% | 221 |
|
|
2019
Q2 | $498K | Buy |
457
+32
| +8% | +$34.9K | 0.05% | 245 |
|
|
2019
Q1 | $423K | Buy |
425
+122
| +40% | +$121K | 0.05% | 256 |
|
|
2018
Q4 | $315K | Hold |
303
| – | – | 0.05% | 256 |
|
|
2018
Q3 | $360K | Sell |
303
-6
| -2% | -$7.13K | 0.06% | 243 |
|
|
2018
Q2 | $335K | Buy |
309
+4
| +1% | +$4.34K | 0.05% | 250 |
|
|
2018
Q1 | $357K | Buy |
+305
| New | +$357K | 0.07% | 211 |
|