CM Wealth Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-177
| Closed | -$286K | – | 138 |
|
|
2024
Q1 | $286K | Buy |
+177
| New | +$286K | 0.08% | 140 |
|
|
2023
Q3 | – | Sell |
-163
| Closed | -$236K | – | 137 |
|
|
2023
Q2 | $236K | Sell |
163
-1,432
| -90% | -$2.07M | 0.08% | 140 |
|
|
2023
Q1 | $2.09M | Buy |
+1,595
| New | +$2.09M | 0.4% | 48 |
|