Clearstead Advisors’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 | $5.91M | Buy |
2,961
+145
| +5% | +$290K | 0.08% | 174 |
|
|
2025
Q1 | $5.26M | Buy |
2,816
+741
| +36% | +$1.39M | 0.08% | 176 |
|
|
2024
Q4 | $3.58M | Buy |
2,075
+258
| +14% | +$445K | 0.05% | 213 |
|
|
2024
Q3 | $2.85M | Buy |
1,817
+1,240
| +215% | +$1.95M | 0.04% | 248 |
|
|
2024
Q2 | $909K | Buy |
577
+552
| +2,208% | +$870K | 0.02% | 411 |
|
|
2024
Q1 | $40.9K | Hold |
25
| – | – | ﹤0.01% | 811 |
|
|
2023
Q4 | $35.5K | Sell |
25
-25
| -50% | -$35.5K | ﹤0.01% | 823 |
|
|
2023
Q3 | $73.6K | Buy |
50
+25
| +100% | +$36.8K | ﹤0.01% | 806 |
|
|
2023
Q2 | $34.6K | Hold |
25
| – | – | ﹤0.01% | 806 |
|
|
2023
Q1 | $31.9K | Buy |
+25
| New | +$31.9K | ﹤0.01% | 758 |
|
|
2022
Q2 | – | Sell |
-26
| Closed | -$38K | – | 1375 |
|
|
2022
Q1 | $38K | Buy |
+26
| New | +$38K | ﹤0.01% | 730 |
|