Evermay Wealth Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.9K | Hold |
49
| – | – | 0.01% | 269 |
|
|
2025
Q1 | $91.6K | Hold |
49
| – | – | 0.01% | 272 |
|
|
2024
Q4 | $84.6K | Hold |
49
| – | – | 0.01% | 269 |
|
|
2024
Q3 | $76.9K | Hold |
49
| – | – | 0.01% | 296 |
|
|
2024
Q2 | $77.2K | Hold |
49
| – | – | 0.01% | 298 |
|
|
2024
Q1 | $74.6K | Buy |
+49
| New | +$74.6K | 0.01% | 315 |
|
|
2022
Q2 | – | Sell |
-15
| Closed | -$22K | – | 547 |
|
|
2022
Q1 | $22K | Hold |
15
| – | – | ﹤0.01% | 362 |
|
|
2021
Q4 | $19K | Hold |
15
| – | – | ﹤0.01% | 360 |
|
|
2021
Q3 | $18K | Sell |
15
-5
| -25% | -$6K | ﹤0.01% | 346 |
|
|
2021
Q2 | $24K | Buy |
+20
| New | +$24K | ﹤0.01% | 344 |
|
|
2020
Q4 | – | Sell |
-245
| Closed | -$239K | – | 172 |
|
|
2020
Q3 | $239K | Hold |
245
| – | – | 0.06% | 142 |
|
|
2020
Q2 | $226K | Sell |
245
-5
| -2% | -$4.61K | 0.06% | 139 |
|
|
2020
Q1 | $232K | Sell |
250
-10
| -4% | -$9.28K | 0.07% | 122 |
|
|
2019
Q4 | $297K | Hold |
260
| – | – | 0.07% | 127 |
|
|
2019
Q3 | $307K | Sell |
260
-18
| -6% | -$21.3K | 0.08% | 114 |
|
|
2019
Q2 | $303K | Buy |
278
+15
| +6% | +$16.3K | 0.08% | 111 |
|
|
2019
Q1 | $262K | Buy |
+263
| New | +$262K | 0.07% | 122 |
|