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CWC
Carolinas Wealth Consulting’s
Markel Group
MKL
Stock Holding History
Carolinas Wealth Consulting’s Portfolio
MKL Stock Details
MKL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-8
Closed
-$12.2K
–
1063
2024
Q1
$12.2K
Hold
8
–
–
﹤0.01%
537
2023
Q4
$11.4K
Hold
8
–
–
﹤0.01%
523
2023
Q3
$11.8K
Hold
8
–
–
﹤0.01%
500
2023
Q2
$11.1K
Hold
8
–
–
﹤0.01%
579
2023
Q1
$10.2K
Hold
8
–
–
﹤0.01%
603
2022
Q4
$10.5K
Hold
8
–
–
﹤0.01%
613
2022
Q3
$9K
Hold
8
–
–
﹤0.01%
582
2022
Q2
$10K
Hold
8
–
–
﹤0.01%
577
2022
Q1
$12K
Hold
8
–
–
﹤0.01%
577
2021
Q4
$10K
Hold
8
–
–
﹤0.01%
612
2021
Q3
$10K
Hold
8
–
–
﹤0.01%
582
2021
Q2
$9K
Hold
8
–
–
﹤0.01%
616
2021
Q1
$9K
Hold
8
–
–
﹤0.01%
629
2020
Q4
$8K
Hold
8
–
–
﹤0.01%
600
2020
Q3
$8K
Hold
8
–
–
﹤0.01%
511
2020
Q2
$7K
Buy
+8
New
+$7.27K
﹤0.01%
367
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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