Dougherty Wealth Advisers’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16
| Closed | -$22.7K | – | 123 |
|
|
2023
Q4 | $22.7K | Hold |
16
| – | – | 0.02% | 108 |
|
|
2023
Q3 | $23.6K | Hold |
16
| – | – | 0.03% | 101 |
|
|
2023
Q2 | $22.1K | Hold |
16
| – | – | 0.03% | 107 |
|
|
2023
Q1 | $20.4K | Sell |
16
-15
| -48% | -$19.2K | 0.03% | 111 |
|
|
2022
Q4 | $40.8K | Hold |
31
| – | – | 0.07% | 91 |
|
|
2022
Q3 | $34K | Hold |
31
| – | – | 0.07% | 92 |
|
|
2022
Q2 | $40K | Hold |
31
| – | – | 0.07% | 89 |
|
|
2022
Q1 | $46K | Hold |
31
| – | – | 0.07% | 95 |
|
|
2021
Q4 | $38K | Hold |
31
| – | – | 0.05% | 108 |
|
|
2021
Q3 | $37K | Hold |
31
| – | – | 0.06% | 108 |
|
|
2021
Q2 | $37K | Sell |
31
-32
| -51% | -$38.2K | 0.05% | 106 |
|
|
2021
Q1 | $72K | Hold |
63
| – | – | 0.11% | 79 |
|
|
2020
Q4 | $65K | Hold |
63
| – | – | 0.1% | 83 |
|
|
2020
Q3 | $61K | Sell |
63
-16
| -20% | -$15.5K | 0.21% | 83 |
|
|
2020
Q2 | $73K | Hold |
79
| – | – | 0.27% | 72 |
|
|
2020
Q1 | $73K | Hold |
79
| – | – | 0.29% | 69 |
|
|
2019
Q4 | $90K | Hold |
79
| – | – | 0.28% | 72 |
|
|
2019
Q3 | $93K | Hold |
79
| – | – | 0.31% | 68 |
|
|
2019
Q2 | $86K | Hold |
79
| – | – | 0.24% | 81 |
|
|
2019
Q1 | $79K | Hold |
79
| – | – | 0.27% | 70 |
|
|
2018
Q4 | $80K | Buy |
+79
| New | +$80K | 0.26% | 71 |
|