FDx 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 | – | Sell |
-251
| Closed | -$382K | – | 292 |
|
|
2024
Q1 | $382K | Sell |
251
-471
| -65% | -$717K | 0.06% | 244 |
|
|
2023
Q4 | $1.03M | Sell |
722
-166
| -19% | -$236K | 0.08% | 248 |
|
|
2023
Q3 | $1.31M | Sell |
888
-48
| -5% | -$70.7K | 0.11% | 181 |
|
|
2023
Q2 | $1.3M | Sell |
936
-379
| -29% | -$524K | 0.07% | 255 |
|
|
2023
Q1 | $1.73M | Hold |
1,315
| – | – | 0.08% | 209 |
|
|
2022
Q4 | $1.73M | Sell |
1,315
-154
| -10% | -$203K | 0.08% | 209 |
|
|
2022
Q3 | $1.59M | Buy |
1,469
+215
| +17% | +$233K | 0.07% | 213 |
|
|
2022
Q2 | $1.62M | Buy |
1,254
+150
| +14% | +$194K | 0.06% | 238 |
|
|
2022
Q1 | $1.63M | Buy |
1,104
+119
| +12% | +$176K | 0.06% | 241 |
|
|
2021
Q4 | $1.22M | Buy |
985
+157
| +19% | +$194K | 0.03% | 321 |
|
|
2021
Q3 | $990K | Buy |
828
+7
| +0.9% | +$8.37K | 0.03% | 338 |
|
|
2021
Q2 | $974K | Buy |
821
+264
| +47% | +$313K | 0.03% | 345 |
|
|
2021
Q1 | $635K | Buy |
557
+2
| +0.4% | +$2.28K | 0.02% | 405 |
|
|
2020
Q4 | $573K | Buy |
555
+58
| +12% | +$59.9K | 0.02% | 399 |
|
|
2020
Q3 | $484K | Sell |
497
-181
| -27% | -$176K | 0.02% | 388 |
|
|
2020
Q2 | $626K | Buy |
678
+190
| +39% | +$175K | 0.03% | 299 |
|
|
2020
Q1 | $453K | Hold |
488
| – | – | 0.03% | 312 |
|
|
2019
Q4 | $558K | Buy |
+488
| New | +$558K | 0.03% | 326 |
|
|
2019
Q3 | – | Sell |
-197
| Closed | -$215K | – | 743 |
|
|
2019
Q2 | $215K | Sell |
197
-48
| -20% | -$52.4K | 0.01% | 753 |
|
|
2019
Q1 | $244K | Buy |
+245
| New | +$244K | 0.01% | 669 |
|
|
2018
Q4 | – | Sell |
-211
| Closed | -$251K | – | 719 |
|
|
2018
Q3 | $251K | Sell |
211
-22
| -9% | -$26.2K | 0.01% | 765 |
|
|
2018
Q2 | $253K | Sell |
233
-879
| -79% | -$954K | 0.01% | 784 |
|
|
2018
Q1 | $1.3M | Sell |
1,112
-175
| -14% | -$205K | 0.04% | 424 |
|
|
2017
Q4 | $1.47M | Sell |
1,287
-40
| -3% | -$45.6K | 0.04% | 430 |
|
|
2017
Q3 | $1.42M | Sell |
1,327
-444
| -25% | -$474K | 0.04% | 420 |
|
|
2017
Q2 | $1.73M | Buy |
1,771
+419
| +31% | +$409K | 0.05% | 343 |
|
|
2017
Q1 | $1.32M | Sell |
1,352
-30
| -2% | -$29.3K | 0.04% | 429 |
|
|
2016
Q4 | $1.25M | Sell |
1,382
-2
| -0.1% | -$1.81K | 0.04% | 448 |
|
|
2016
Q3 | $1.29M | Sell |
1,384
-791
| -36% | -$734K | 0.05% | 311 |
|
|
2016
Q2 | $2.07M | Buy |
2,175
+191
| +10% | +$182K | 0.09% | 194 |
|
|
2016
Q1 | $1.77M | Sell |
1,984
-31
| -2% | -$27.6K | 0.08% | 222 |
|
|
2015
Q4 | $1.78M | Sell |
2,015
-620
| -24% | -$548K | 0.08% | 216 |
|
|
2015
Q3 | $2.11M | Sell |
2,635
-250
| -9% | -$200K | 0.18% | 111 |
|
|
2015
Q2 | $2.31M | Sell |
2,885
-15
| -0.5% | -$12K | 0.11% | 149 |
|
|
2015
Q1 | $2.24M | Sell |
2,900
-300
| -9% | -$232K | 0.05% | 305 |
|
|
2014
Q4 | $2.19M | Sell |
3,200
-165
| -5% | -$113K | 0.13% | 132 |
|
|
2014
Q3 | $2.14M | Buy |
3,365
+45
| +1% | +$28.6K | 0.14% | 151 |
|
|
2014
Q2 | $2.18M | Buy |
3,320
+150
| +5% | +$98.4K | 0.14% | 161 |
|
|
2014
Q1 | $1.89M | Buy |
3,170
+853
| +37% | +$509K | 0.16% | 145 |
|
|
2013
Q4 | $1.35M | Buy |
2,317
+72
| +3% | +$41.8K | 0.13% | 160 |
|
|
2013
Q3 | $1.16M | Buy |
2,245
+877
| +64% | +$454K | 0.14% | 150 |
|
|
2013
Q2 | $721K | Buy |
+1,368
| New | +$721K | 0.1% | 194 |
|