DWM
Diversify Wealth Management’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
745
+96
| +15% | +$185K | 0.09% | 218 |
|
|
2025
Q1 | $1.18M | Buy |
649
+88
| +16% | +$160K | 0.09% | 219 |
|
|
2024
Q4 | $931K | Buy |
561
+135
| +32% | +$224K | 0.07% | 230 |
|
|
2024
Q3 | $668K | Buy |
426
+50
| +13% | +$78.4K | 0.06% | 253 |
|
|
2024
Q2 | $568K | Buy |
+376
| New | +$568K | 0.07% | 243 |
|