Colonial Trust 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 | $170K | Sell |
85
-4
| -4% | -$7.99K | 0.01% | 213 |
|
|
2025
Q1 | $166K | Hold |
89
| – | – | 0.01% | 215 |
|
|
2024
Q4 | $154K | Hold |
89
| – | – | 0.01% | 214 |
|
|
2024
Q3 | $140K | Hold |
89
| – | – | 0.01% | 229 |
|
|
2024
Q2 | $140K | Sell |
89
-4
| -4% | -$6.3K | 0.01% | 209 |
|
|
2024
Q1 | $141K | Hold |
93
| – | – | 0.01% | 208 |
|
|
2023
Q4 | $132K | Buy |
93
+8
| +9% | +$11.4K | 0.01% | 212 |
|
|
2023
Q3 | $125K | Hold |
85
| – | – | 0.01% | 218 |
|
|
2023
Q2 | $118K | Hold |
85
| – | – | 0.01% | 228 |
|
|
2023
Q1 | $109K | Hold |
85
| – | – | 0.01% | 248 |
|
|
2022
Q4 | $112K | Buy |
+85
| New | +$112K | 0.01% | 244 |
|