Dakota Wealth Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $489K | Hold |
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|
2025
Q2 | $511K | Sell |
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|
2025
Q1 | $480K | Hold |
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|
2024
Q4 | $444K | Buy |
|
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|
2024
Q3 | $395K | Buy |
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|
2024
Q2 | $372K | Buy |
|
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|
2024
Q1 | $313K | Sell |
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|
2023
Q4 | $425K | Buy |
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|
2023
Q3 | $411K | Sell |
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|
2023
Q2 | $389K | Buy |
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|
2023
Q1 | $313K | Hold |
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|
2022
Q4 | $323K | Buy |
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|
2022
Q3 | $245K | Hold |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $381K | Buy |
|