Buffington Mohr McNeal’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-851
| Closed | -$1.09M | – | 127 |
|
|
2023
Q1 | $1.09M | Buy |
851
+29
| +4% | +$37K | 0.25% | 64 |
|
|
2022
Q4 | $1.08M | Sell |
822
-60
| -7% | -$79K | 0.25% | 66 |
|
|
2022
Q3 | $956K | Hold |
882
| – | – | 0.23% | 72 |
|
|
2022
Q2 | $1.14M | Hold |
882
| – | – | 0.25% | 68 |
|
|
2022
Q1 | $1.3M | Hold |
882
| – | – | 0.25% | 64 |
|
|
2021
Q4 | $1.09M | Sell |
882
-8
| -0.9% | -$9.87K | 0.19% | 78 |
|
|
2021
Q3 | $1.06M | Buy |
890
+44
| +5% | +$52.6K | 0.2% | 71 |
|
|
2021
Q2 | $1M | Hold |
846
| – | – | 0.2% | 74 |
|
|
2021
Q1 | $964K | Sell |
846
-11
| -1% | -$12.5K | 0.21% | 74 |
|
|
2020
Q4 | $885K | Hold |
857
| – | – | 0.21% | 71 |
|
|
2020
Q3 | $834K | Sell |
857
-25
| -3% | -$24.3K | 0.22% | 70 |
|
|
2020
Q2 | $815K | Buy |
882
+64
| +8% | +$59.1K | 0.23% | 69 |
|
|
2020
Q1 | $759K | Buy |
818
+114
| +16% | +$106K | 0.25% | 62 |
|
|
2019
Q4 | $804K | Hold |
704
| – | – | 0.23% | 69 |
|
|
2019
Q3 | $831K | Buy |
704
+78
| +12% | +$92.1K | 0.25% | 63 |
|
|
2019
Q2 | $682K | Hold |
626
| – | – | 0.21% | 78 |
|
|
2019
Q1 | $623K | Buy |
626
+15
| +2% | +$14.9K | 0.2% | 83 |
|
|
2018
Q4 | $635K | Buy |
611
+50
| +9% | +$52K | 0.26% | 78 |
|
|
2018
Q3 | $667K | Sell |
561
-33
| -6% | -$39.2K | 0.23% | 80 |
|
|
2018
Q2 | $644K | Buy |
594
+12
| +2% | +$13K | 0.24% | 75 |
|
|
2018
Q1 | $681K | Buy |
582
+85
| +17% | +$99.5K | 0.26% | 69 |
|
|
2017
Q4 | $566K | Hold |
497
| – | – | 0.22% | 83 |
|
|
2017
Q3 | $544K | Buy |
497
+10
| +2% | +$10.9K | 0.21% | 81 |
|
|
2017
Q2 | $475K | Buy |
+487
| New | +$475K | 0.19% | 92 |
|