Checchi Capital Advisers’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
122
-6
| -5% | -$11.9K | 0.01% | 506 |
|
|
2025
Q1 | $239K | Buy |
128
+7
| +6% | +$13.1K | 0.01% | 511 |
|
|
2024
Q4 | $209K | Buy |
+121
| New | +$209K | 0.01% | 537 |
|
|
2024
Q3 | – | Sell |
-131
| Closed | -$206K | – | 589 |
|
|
2024
Q2 | $206K | Sell |
131
-4
| -3% | -$6.3K | 0.01% | 531 |
|
|
2024
Q1 | $205K | Sell |
135
-8
| -6% | -$12.2K | 0.02% | 548 |
|
|
2023
Q4 | $203K | Sell |
143
-1
| -0.7% | -$1.42K | 0.02% | 527 |
|
|
2023
Q3 | $212K | Sell |
144
-2
| -1% | -$2.95K | 0.02% | 492 |
|
|
2023
Q2 | $202K | Buy |
+146
| New | +$202K | 0.02% | 543 |
|
|
2023
Q1 | – | Sell |
-156
| Closed | -$206K | – | 574 |
|
|
2022
Q4 | $206K | Buy |
+156
| New | +$206K | 0.02% | 510 |
|
|
2022
Q3 | – | Sell |
-160
| Closed | -$208K | – | 571 |
|
|
2022
Q2 | $208K | Hold |
160
| – | – | 0.02% | 538 |
|
|
2022
Q1 | $236K | Sell |
160
-3
| -2% | -$4.43K | 0.02% | 470 |
|
|
2021
Q4 | $201K | Buy |
+163
| New | +$201K | 0.02% | 504 |
|
|
2020
Q1 | – | Sell |
-185
| Closed | -$211K | – | 428 |
|
|
2019
Q4 | $211K | Sell |
185
-1
| -0.5% | -$1.14K | 0.03% | 395 |
|
|
2019
Q3 | $220K | Buy |
+186
| New | +$220K | 0.03% | 367 |
|
|
2019
Q1 | – | Sell |
-197
| Closed | -$204K | – | 419 |
|
|
2018
Q4 | $204K | Sell |
197
-48
| -20% | -$49.7K | 0.03% | 329 |
|
|
2018
Q3 | $291K | Buy |
245
+4
| +2% | +$4.75K | 0.03% | 316 |
|
|
2018
Q2 | $261K | Buy |
241
+10
| +4% | +$10.8K | 0.03% | 322 |
|
|
2018
Q1 | $270K | Sell |
231
-5
| -2% | -$5.84K | 0.04% | 312 |
|
|
2017
Q4 | $269K | Buy |
+236
| New | +$269K | 0.04% | 314 |
|
|
2016
Q3 | – | Sell |
-182
| Closed | -$173K | – | 882 |
|
|
2016
Q2 | $173K | Buy |
182
+14
| +8% | +$13.3K | 0.02% | 374 |
|
|
2016
Q1 | $150K | Buy |
+168
| New | +$150K | 0.03% | 423 |
|