Cumberland Partners’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-850
| Closed | -$1.33M | – | 188 |
|
|
2024
Q3 | $1.33M | Buy |
850
+500
| +143% | +$784K | 0.09% | 128 |
|
|
2024
Q2 | $551K | Buy |
+350
| New | +$551K | 0.04% | 152 |
|
|
2023
Q4 | – | Sell |
-1,100
| Closed | -$1.62M | – | 186 |
|
|
2023
Q3 | $1.62M | Buy |
+1,100
| New | +$1.62M | 0.16% | 101 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$120K | – | 190 |
|
|
2021
Q3 | $120K | Buy |
+100
| New | +$120K | 0.01% | 186 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$114K | – | 189 |
|
|
2021
Q1 | $114K | Buy |
+100
| New | +$114K | 0.01% | 174 |
|
|
2019
Q2 | – | Sell |
-400
| Closed | -$399K | – | 180 |
|
|
2019
Q1 | $399K | Buy |
+400
| New | +$399K | 0.04% | 137 |
|