EverSource Wealth Advisors’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 | $158K | Buy |
79
+46
| +139% | +$91.9K | 0.01% | 966 |
|
|
2025
Q1 | $61.7K | Buy |
33
+17
| +106% | +$31.8K | ﹤0.01% | 1137 |
|
|
2024
Q4 | $27.6K | Sell |
16
-31
| -66% | -$53.5K | ﹤0.01% | 1467 |
|
|
2024
Q3 | $73.7K | Sell |
47
-16
| -25% | -$25.1K | ﹤0.01% | 904 |
|
|
2024
Q2 | $103K | Buy |
63
+58
| +1,160% | +$95.1K | 0.01% | 785 |
|
|
2024
Q1 | $7.29K | Buy |
+5
| New | +$7.29K | ﹤0.01% | 1850 |
|