Chevy Chase Trust’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $999K | Hold |
500
| – | – | ﹤0.01% | 572 |
|
|
2025
Q1 | $935K | Sell |
500
-15
| -3% | -$28K | ﹤0.01% | 575 |
|
|
2024
Q4 | $889K | Hold |
515
| – | – | ﹤0.01% | 577 |
|
|
2024
Q3 | $808K | Buy |
515
+74
| +17% | +$116K | ﹤0.01% | 572 |
|
|
2024
Q2 | $695K | Hold |
441
| – | – | ﹤0.01% | 569 |
|
|
2024
Q1 | $671K | Buy |
441
+1
| +0.2% | +$1.52K | ﹤0.01% | 569 |
|
|
2023
Q4 | $625K | Hold |
440
| – | – | ﹤0.01% | 578 |
|
|
2023
Q3 | $648K | Hold |
440
| – | – | ﹤0.01% | 566 |
|
|
2023
Q2 | $609K | Sell |
440
-8
| -2% | -$11.1K | ﹤0.01% | 572 |
|
|
2023
Q1 | $572K | Sell |
448
-75
| -14% | -$95.8K | ﹤0.01% | 578 |
|
|
2022
Q4 | $689K | Hold |
523
| – | – | ﹤0.01% | 592 |
|
|
2022
Q3 | $567K | Sell |
523
-26
| -5% | -$28.2K | ﹤0.01% | 582 |
|
|
2022
Q2 | $710K | Hold |
549
| – | – | ﹤0.01% | 572 |
|
|
2022
Q1 | $810K | Sell |
549
-1
| -0.2% | -$1.48K | ﹤0.01% | 576 |
|
|
2021
Q4 | $679K | Sell |
550
-438
| -44% | -$541K | ﹤0.01% | 597 |
|
|
2021
Q3 | $1.18M | Buy |
988
+465
| +89% | +$556K | ﹤0.01% | 571 |
|
|
2021
Q2 | $621K | Hold |
523
| – | – | ﹤0.01% | 595 |
|
|
2021
Q1 | $596K | Hold |
523
| – | – | ﹤0.01% | 591 |
|
|
2020
Q4 | $540K | Hold |
523
| – | – | ﹤0.01% | 594 |
|
|
2020
Q3 | $509K | Hold |
523
| – | – | ﹤0.01% | 591 |
|
|
2020
Q2 | $483K | Sell |
523
-2
| -0.4% | -$1.85K | ﹤0.01% | 589 |
|
|
2020
Q1 | $487K | Sell |
525
-37
| -7% | -$34.3K | ﹤0.01% | 577 |
|
|
2019
Q4 | $643K | Sell |
562
-4
| -0.7% | -$4.58K | ﹤0.01% | 596 |
|
|
2019
Q3 | $669K | Buy |
566
+4
| +0.7% | +$4.73K | ﹤0.01% | 581 |
|
|
2019
Q2 | $612K | Buy |
562
+37
| +7% | +$40.3K | ﹤0.01% | 589 |
|
|
2019
Q1 | $563K | Hold |
525
| – | – | ﹤0.01% | 593 |
|
|
2018
Q4 | $545K | Hold |
525
| – | – | ﹤0.01% | 604 |
|
|
2018
Q3 | $624K | Hold |
525
| – | – | ﹤0.01% | 581 |
|
|
2018
Q2 | $569K | Hold |
525
| – | – | ﹤0.01% | 586 |
|
|
2018
Q1 | $614K | Sell |
525
-100
| -16% | -$117K | ﹤0.01% | 582 |
|
|
2017
Q4 | $688K | Buy |
+625
| New | +$688K | ﹤0.01% | 584 |
|