Clearstead Trust’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 | $26.8K | Hold |
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|
2025
Q2 | $28K | Buy |
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|
2025
Q1 | $9.35K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $287K | Hold |
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|
2022
Q4 | $297K | Hold |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $291K | Hold |
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|
2022
Q1 | $332K | Sell |
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|
2021
Q4 | $3.43M | Buy |
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|
2021
Q3 | $2.65M | Buy |
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|
2021
Q2 | $896K | Hold |
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|
2021
Q1 | $860K | Sell |
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|
2020
Q4 | $1.73M | Buy |
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|
2020
Q3 | $746K | Hold |
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|
2020
Q2 | $707K | Hold |
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|
2020
Q1 | $711K | Sell |
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|
2019
Q4 | $1.03M | Hold |
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|
2019
Q3 | $1.07M | Hold |
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|
2019
Q2 | $984K | Buy |
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|
2019
Q1 | $895K | Buy |
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|
2018
Q4 | $906K | Buy |
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|
2018
Q3 | $893K | Buy |
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|
2018
Q2 | $638K | Buy |
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|
2018
Q1 | $618K | Buy |
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|
2017
Q4 | $593K | Buy |
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|
2017
Q3 | $510K | Sell |
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|
2017
Q2 | $481K | Sell |
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|
2017
Q1 | $535K | Hold |
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|
2016
Q4 | $496K | Buy |
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