Epic Trust Investment Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $285K | Buy |
181
+8
| +5% | +$12.6K | 0.31% | 82 |
|
|
2024
Q1 | $263K | Buy |
173
+11
| +7% | +$16.7K | 0.32% | 86 |
|
|
2023
Q4 | $230K | Sell |
162
-4
| -2% | -$5.68K | 0.31% | 89 |
|
|
2023
Q3 | $244K | Hold |
166
| – | – | 0.38% | 74 |
|
|
2023
Q2 | $230K | Sell |
166
-43
| -21% | -$59.5K | 0.33% | 84 |
|
|
2023
Q1 | $267K | Sell |
209
-103
| -33% | -$132K | 0.33% | 85 |
|
|
2022
Q4 | $411K | Sell |
312
-7
| -2% | -$9.22K | 0.62% | 52 |
|
|
2022
Q3 | $346K | Buy |
+319
| New | +$346K | 0.48% | 63 |
|