Carroll Financial Associates’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $325K | Buy |
267
+54
| +25% | +$65.7K | 0.02% | 305 |
|
|
2021
Q3 | $254K | Hold |
213
| – | – | 0.01% | 350 |
|
|
2021
Q2 | $252K | Hold |
213
| – | – | 0.01% | 366 |
|
|
2021
Q1 | $242K | Hold |
213
| – | – | 0.01% | 363 |
|
|
2020
Q4 | $220K | Buy |
213
+7
| +3% | +$7.23K | 0.01% | 347 |
|
|
2020
Q3 | $200K | Hold |
206
| – | – | 0.02% | 344 |
|
|
2020
Q2 | $190K | Buy |
206
+127
| +161% | +$117K | 0.02% | 346 |
|
|
2020
Q1 | $73K | Hold |
79
| – | – | 0.01% | 488 |
|
|
2019
Q4 | $90K | Buy |
79
+31
| +65% | +$35.3K | 0.01% | 524 |
|
|
2019
Q3 | $56K | Hold |
48
| – | – | ﹤0.01% | 613 |
|
|
2019
Q2 | $52K | Sell |
48
-7
| -13% | -$7.58K | ﹤0.01% | 604 |
|
|
2019
Q1 | $54K | Hold |
55
| – | – | 0.01% | 549 |
|
|
2018
Q4 | $57K | Hold |
55
| – | – | 0.01% | 469 |
|
|
2018
Q3 | $65K | Buy |
55
+1
| +2% | +$1.18K | 0.01% | 462 |
|
|
2018
Q2 | $58K | Hold |
54
| – | – | 0.01% | 469 |
|
|
2018
Q1 | $63K | Sell |
54
-4
| -7% | -$4.67K | 0.01% | 453 |
|
|
2017
Q4 | $66K | Buy |
58
+4
| +7% | +$4.55K | 0.01% | 438 |
|
|
2017
Q3 | $57K | Hold |
54
| – | – | 0.01% | 465 |
|
|
2017
Q2 | $52K | Sell |
54
-3
| -5% | -$2.89K | 0.01% | 488 |
|
|
2017
Q1 | $55K | Sell |
57
-5
| -8% | -$4.83K | 0.01% | 460 |
|
|
2016
Q4 | $56K | Hold |
62
| – | – | 0.01% | 443 |
|
|
2016
Q3 | $57K | Buy |
62
+5
| +9% | +$4.6K | 0.01% | 440 |
|
|
2016
Q2 | $54K | Hold |
57
| – | – | 0.01% | 432 |
|
|
2016
Q1 | $50K | Sell |
57
-31
| -35% | -$27.2K | 0.01% | 430 |
|
|
2015
Q4 | $77K | Buy |
88
+31
| +54% | +$27.1K | 0.02% | 333 |
|
|
2015
Q3 | $48K | Sell |
57
-1
| -2% | -$842 | 0.01% | 401 |
|
|
2015
Q2 | $46K | Buy |
58
+18
| +45% | +$14.3K | 0.01% | 400 |
|
|
2015
Q1 | $31K | Buy |
+40
| New | +$31K | 0.01% | 348 |
|
|
2014
Q3 | – | Sell |
-60
| Closed | -$39K | – | 897 |
|
|
2014
Q2 | $39K | Buy |
+60
| New | +$39K | 0.01% | 359 |
|