Crestmont Private Wealth’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 | $775K | Buy |
388
+37
| +11% | +$73.9K | 0.28% | 24 |
|
|
2025
Q1 | $656K | Buy |
351
+50
| +17% | +$93.5K | 0.28% | 27 |
|
|
2024
Q4 | $520K | Buy |
301
+14
| +5% | +$24.2K | 0.23% | 31 |
|
|
2024
Q3 | $450K | Buy |
287
+22
| +8% | +$34.5K | 0.2% | 38 |
|
|
2024
Q2 | $418K | Sell |
265
-8
| -3% | -$12.6K | 0.2% | 37 |
|
|
2024
Q1 | $415K | Buy |
273
+33
| +14% | +$50.2K | 0.21% | 31 |
|
|
2023
Q4 | $341K | Sell |
240
-6
| -2% | -$8.52K | 0.17% | 30 |
|
|
2023
Q3 | $362K | Sell |
246
-71
| -22% | -$105K | 0.22% | 21 |
|
|
2023
Q2 | $438K | Buy |
317
+32
| +11% | +$44.3K | 0.26% | 25 |
|
|
2023
Q1 | $364K | Buy |
285
+42
| +17% | +$53.7K | 0.24% | 22 |
|
|
2022
Q4 | $320K | Buy |
+243
| New | +$320K | 0.22% | 23 |
|