Carson Wealth (CWM LLC)’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $778K | Sell |
|
|||||
|
2025
Q2 | $975K | Buy |
|
|||||
|
2025
Q1 | $722K | Buy |
|
|||||
|
2024
Q4 | $544K | Buy |
|
|||||
|
2024
Q3 | $392K | Buy |
|
|||||
|
2024
Q2 | $339K | Buy |
|
|||||
|
2024
Q1 | $326K | Buy |
|
|||||
|
2023
Q4 | $223K | Buy |
|
|||||
|
2023
Q3 | $162K | Sell |
|
|||||
|
2023
Q2 | $158K | Buy |
|
|||||
|
2023
Q1 | $103K | Buy |
|
|||||
|
2022
Q4 | $80K | Sell |
|
|||||
|
2022
Q3 | $80K | Sell |
|
|||||
|
2022
Q2 | $172K | Buy |
|
|||||
|
2022
Q1 | $150K | Buy |
|
|||||
|
2021
Q4 | $37K | Buy |
|
|||||
|
2021
Q2 | $6K | Hold |
|
|||||
|
2021
Q1 | $6K | Hold |
|
|||||
|
2020
Q4 | $6K | Hold |
|
|||||
|
2020
Q3 | $6K | Hold |
|
|||||
|
2020
Q2 | $6K | Hold |
|
|||||
|
2020
Q1 | $6K | Hold |
|
|||||
|
2019
Q4 | $6K | Hold |
|
|||||
|
2019
Q3 | $6K | Hold |
|
|||||
|
2019
Q2 | $6K | Hold |
|
|||||
|
2019
Q1 | $6K | Buy |
|
|||||
|
2018
Q4 | $1K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $1K | Hold |
|
|||||
|
2017
Q4 | $1K | Sell |
|
|||||
|
2017
Q3 | $6K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $44K | Buy |
|
|||||
|
2013
Q3 | $38K | Buy |
|