EWM
Empirical Wealth Management’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Sell |
248
-59
| -19% | -$118K | 0.01% | 419 |
|
|
2025
Q1 | $574K | Buy |
307
+54
| +21% | +$101K | 0.01% | 382 |
|
|
2024
Q4 | $437K | Buy |
253
+74
| +41% | +$128K | 0.01% | 408 |
|
|
2024
Q3 | $281K | Hold |
179
| – | – | 0.01% | 472 |
|
|
2024
Q2 | $282K | Buy |
179
+2
| +1% | +$3.15K | 0.01% | 463 |
|
|
2024
Q1 | $269K | Sell |
177
-5
| -3% | -$7.61K | 0.01% | 460 |
|
|
2023
Q4 | $258K | Sell |
182
-53
| -23% | -$75.3K | 0.01% | 426 |
|
|
2023
Q3 | $346K | Buy |
235
+60
| +34% | +$88.4K | 0.01% | 344 |
|
|
2023
Q2 | $242K | Sell |
175
-101
| -37% | -$140K | 0.01% | 404 |
|
|
2023
Q1 | $353K | Hold |
276
| – | – | 0.02% | 371 |
|
|
2022
Q4 | $364K | Buy |
276
+6
| +2% | +$7.91K | 0.02% | 356 |
|
|
2022
Q3 | $293K | Sell |
270
-535
| -66% | -$581K | 0.02% | 378 |
|
|
2022
Q2 | $1.04M | Sell |
805
-2,304
| -74% | -$2.98M | 0.05% | 195 |
|
|
2022
Q1 | $4.59M | Buy |
3,109
+1,429
| +85% | +$2.11M | 0.23% | 73 |
|
|
2021
Q4 | $2.07M | Buy |
+1,680
| New | +$2.07M | 0.1% | 126 |
|