CIBC Private Wealth Group’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Sell |
250
-25
| -9% | -$49.9K | ﹤0.01% | 837 |
|
|
2025
Q1 | $462K | Buy |
275
+161
| +141% | +$271K | ﹤0.01% | 832 |
|
|
2024
Q4 | $195K | Sell |
114
-2,365
| -95% | -$4.04M | ﹤0.01% | 1166 |
|
|
2024
Q3 | $3.89M | Sell |
2,479
-634
| -20% | -$994K | 0.01% | 469 |
|
|
2024
Q2 | $4.83M | Sell |
3,113
-5,668
| -65% | -$8.79M | 0.01% | 408 |
|
|
2024
Q1 | $13.2M | Buy |
8,781
+5,686
| +184% | +$8.58M | 0.03% | 303 |
|
|
2023
Q4 | $4.39M | Buy |
3,095
+9
| +0.3% | +$12.8K | 0.01% | 407 |
|
|
2023
Q3 | $4.54M | Buy |
3,086
+69
| +2% | +$102K | 0.01% | 390 |
|
|
2023
Q2 | $4.17M | Hold |
3,017
| – | – | 0.01% | 419 |
|
|
2023
Q1 | $3.85M | Buy |
+3,017
| New | +$3.85M | 0.01% | 424 |
|
|
2022
Q4 | – | Sell |
-3,046
| Closed | -$3.3M | – | 910 |
|
|
2022
Q3 | $3.3M | Hold |
3,046
| – | – | 0.01% | 412 |
|
|
2022
Q2 | $3.94M | Buy |
3,046
+39
| +1% | +$50.4K | 0.01% | 394 |
|
|
2022
Q1 | $4.44M | Sell |
3,007
-242
| -7% | -$357K | 0.01% | 408 |
|
|
2021
Q4 | $4.01M | Buy |
3,249
+2,071
| +176% | +$2.56M | 0.01% | 431 |
|
|
2021
Q3 | $1.41M | Buy |
1,178
+8
| +0.7% | +$9.56K | ﹤0.01% | 559 |
|
|
2021
Q2 | $1.39M | Buy |
1,170
+500
| +75% | +$593K | ﹤0.01% | 592 |
|
|
2021
Q1 | $764K | Buy |
670
+1
| +0.1% | +$1.14K | ﹤0.01% | 723 |
|
|
2020
Q4 | $691K | Hold |
669
| – | – | ﹤0.01% | 708 |
|
|
2020
Q3 | $651K | Buy |
+669
| New | +$651K | ﹤0.01% | 643 |
|
|
2018
Q3 | – | Sell |
-108
| Closed | -$117K | – | 1410 |
|
|
2018
Q2 | $117K | Hold |
108
| – | – | ﹤0.01% | 1001 |
|
|
2018
Q1 | $126K | Sell |
108
-575
| -84% | -$671K | ﹤0.01% | 987 |
|
|
2017
Q4 | $778K | Buy |
+683
| New | +$778K | ﹤0.01% | 697 |
|