Crestwood Advisors Group’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 | $1.34M | Sell |
669
-2
| -0.3% | -$4K | 0.02% | 248 |
|
|
2025
Q1 | $1.25M | Sell |
671
-404
| -38% | -$755K | 0.02% | 251 |
|
|
2024
Q4 | $1.86M | Sell |
1,075
-9
| -0.8% | -$15.5K | 0.03% | 195 |
|
|
2024
Q3 | $1.7M | Buy |
1,084
+828
| +323% | +$1.3M | 0.03% | 201 |
|
|
2024
Q2 | $403K | Sell |
256
-2
| -0.8% | -$3.15K | 0.01% | 309 |
|
|
2024
Q1 | $393K | Buy |
258
+5
| +2% | +$7.61K | 0.01% | 310 |
|
|
2023
Q4 | $359K | Buy |
253
+3
| +1% | +$4.26K | 0.01% | 307 |
|
|
2023
Q3 | $368K | Hold |
250
| – | – | 0.01% | 274 |
|
|
2023
Q2 | $346K | Hold |
250
| – | – | 0.01% | 204 |
|
|
2023
Q1 | $319K | Hold |
250
| – | – | 0.01% | 219 |
|
|
2022
Q4 | $329K | Hold |
250
| – | – | 0.01% | 224 |
|
|
2022
Q3 | $271K | Hold |
250
| – | – | 0.01% | 226 |
|
|
2022
Q2 | $323K | Hold |
250
| – | – | 0.01% | 214 |
|
|
2022
Q1 | $369K | Hold |
250
| – | – | 0.01% | 227 |
|
|
2021
Q4 | $308K | Hold |
250
| – | – | 0.01% | 251 |
|
|
2021
Q3 | $299K | Hold |
250
| – | – | 0.01% | 231 |
|
|
2021
Q2 | $297K | Hold |
250
| – | – | 0.01% | 231 |
|
|
2021
Q1 | $285K | Hold |
250
| – | – | 0.01% | 221 |
|
|
2020
Q4 | $258K | Hold |
250
| – | – | 0.01% | 235 |
|
|
2020
Q3 | $243K | Hold |
250
| – | – | 0.01% | 214 |
|
|
2020
Q2 | $231K | Sell |
250
-1
| -0.4% | -$924 | 0.01% | 210 |
|
|
2020
Q1 | $233K | Buy |
251
+1
| +0.4% | +$928 | 0.01% | 200 |
|
|
2019
Q4 | $286K | Hold |
250
| – | – | 0.01% | 219 |
|
|
2019
Q3 | $295K | Buy |
+250
| New | +$295K | 0.01% | 203 |
|