Fi3 Financial 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 | $1.43M | Buy |
717
+11
| +2% | +$22K | 0.52% | 25 |
|
|
2025
Q1 | $1.32M | Buy |
706
+1
| +0.1% | +$1.87K | 0.54% | 25 |
|
|
2024
Q4 | $1.22M | Buy |
705
+17
| +2% | +$29.3K | 0.46% | 27 |
|
|
2024
Q3 | $1.08M | Buy |
688
+1
| +0.1% | +$1.57K | 0.43% | 26 |
|
|
2024
Q2 | $1.08M | Sell |
687
-3
| -0.4% | -$4.73K | 0.48% | 22 |
|
|
2024
Q1 | $1.09M | Sell |
690
-67
| -9% | -$106K | 0.5% | 22 |
|
|
2023
Q4 | $1.07M | Sell |
757
-111
| -13% | -$158K | 0.51% | 22 |
|
|
2023
Q3 | $1.28M | Buy |
868
+5
| +0.6% | +$7.36K | 0.69% | 20 |
|
|
2023
Q2 | $1.19M | Sell |
863
-15
| -2% | -$20.7K | 0.62% | 20 |
|
|
2023
Q1 | $1.12M | Buy |
878
+1
| +0.1% | +$1.28K | 0.6% | 21 |
|
|
2022
Q4 | $1.16M | Sell |
877
-100
| -10% | -$132K | 0.66% | 22 |
|
|
2022
Q3 | $1.06M | Buy |
977
+4
| +0.4% | +$4.34K | 0.96% | 18 |
|
|
2022
Q2 | $1.27M | Buy |
973
+2
| +0.2% | +$2.6K | 1.04% | 19 |
|
|
2022
Q1 | $1.43M | Sell |
971
-5
| -0.5% | -$7.37K | 1.11% | 16 |
|
|
2021
Q4 | $1.2M | Hold |
976
| – | – | 0.79% | 20 |
|
|
2021
Q3 | $1.17M | Hold |
976
| – | – | 0.77% | 19 |
|
|
2021
Q2 | $1.18M | Buy |
976
+115
| +13% | +$139K | 0.81% | 20 |
|
|
2021
Q1 | $981K | Buy |
+861
| New | +$981K | 0.84% | 18 |
|