Carroll Financial Associates’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $325K | Buy |
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|
2021
Q3 | $254K | Hold |
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|
2021
Q2 | $252K | Hold |
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|
2021
Q1 | $242K | Hold |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q3 | $200K | Hold |
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|
2020
Q2 | $190K | Buy |
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|
2020
Q1 | $73K | Hold |
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|
2019
Q4 | $90K | Buy |
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|
2019
Q3 | $56K | Hold |
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|
2019
Q2 | $52K | Sell |
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|
2019
Q1 | $54K | Hold |
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|
2018
Q4 | $57K | Hold |
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|
2018
Q3 | $65K | Buy |
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|
2018
Q2 | $58K | Hold |
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|
2018
Q1 | $63K | Sell |
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|
2017
Q4 | $66K | Buy |
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|
2017
Q3 | $57K | Hold |
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|
2017
Q2 | $52K | Sell |
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|
2017
Q1 | $55K | Sell |
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|
2016
Q4 | $56K | Hold |
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|
2016
Q3 | $57K | Buy |
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|
2016
Q2 | $54K | Hold |
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|
2016
Q1 | $50K | Sell |
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|
2015
Q4 | $77K | Buy |
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|
2015
Q3 | $48K | Sell |
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|
2015
Q2 | $46K | Buy |
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|
2015
Q1 | $31K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $39K | Buy |
|