Evermay 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 | $93.7K | Hold |
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|
2025
Q2 | $97.9K | Hold |
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|
2025
Q1 | $91.6K | Hold |
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|
2024
Q4 | $84.6K | Hold |
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|
2024
Q3 | $76.9K | Hold |
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|
2024
Q2 | $77.2K | Hold |
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|
2024
Q1 | $74.6K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $22K | Hold |
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|
2021
Q4 | $19K | Hold |
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|
2021
Q3 | $18K | Sell |
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|
2021
Q2 | $24K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $239K | Hold |
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|
2020
Q2 | $226K | Sell |
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|
2020
Q1 | $232K | Sell |
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|
2019
Q4 | $297K | Hold |
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|
2019
Q3 | $307K | Sell |
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|
2019
Q2 | $303K | Buy |
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|
2019
Q1 | $262K | Buy |
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