Concord Wealth Partners’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4
| Closed | -$6.91K | – | 902 |
|
|
2024
Q4 | $6.91K | Hold |
4
| – | – | ﹤0.01% | 565 |
|
|
2024
Q3 | $6.27K | Buy |
+4
| New | +$6.27K | ﹤0.01% | 607 |
|
|
2023
Q4 | – | Sell |
-2
| Closed | -$2.95K | – | 948 |
|
|
2023
Q3 | $2.95K | Hold |
2
| – | – | ﹤0.01% | 806 |
|
|
2023
Q2 | $2.77K | Hold |
2
| – | – | ﹤0.01% | 814 |
|
|
2023
Q1 | $2.56K | Hold |
2
| – | – | ﹤0.01% | 776 |
|
|
2022
Q4 | $2.64K | Buy |
+2
| New | +$2.64K | ﹤0.01% | 892 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | -$3K | – | 735 |
|
|
2022
Q2 | $3K | Hold |
2
| – | – | ﹤0.01% | 952 |
|
|
2022
Q1 | $3K | Hold |
2
| – | – | ﹤0.01% | 1031 |
|
|
2021
Q4 | $2K | Hold |
2
| – | – | ﹤0.01% | 1138 |
|
|
2021
Q3 | $2K | Hold |
2
| – | – | ﹤0.01% | 762 |
|
|
2021
Q2 | $2K | Hold |
2
| – | – | ﹤0.01% | 899 |
|
|
2021
Q1 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 834 |
|