Financial Architects (New Jersey)’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $257K | Buy |
+186
| New | +$257K | 0.04% | 284 |
|
|
2023
Q1 | – | Sell |
-152
| Closed | -$200K | – | 322 |
|
|
2022
Q4 | $200K | Buy |
+152
| New | +$200K | 0.03% | 317 |
|
|
2022
Q2 | – | Sell |
-167
| Closed | -$246K | – | 172 |
|
|
2022
Q1 | $246K | Sell |
167
-44
| -21% | -$64.8K | 0.04% | 296 |
|
|
2021
Q4 | $260K | Sell |
211
-44
| -17% | -$54.2K | 0.04% | 288 |
|
|
2021
Q3 | $305K | Buy |
255
+66
| +35% | +$78.9K | 0.04% | 261 |
|
|
2021
Q2 | $224K | Buy |
+189
| New | +$224K | 0.03% | 312 |
|
|
2020
Q3 | – | Sell |
-350
| Closed | -$323K | – | 560 |
|
|
2020
Q2 | $323K | Sell |
350
-418
| -54% | -$386K | 0.07% | 180 |
|
|
2020
Q1 | $713K | Sell |
768
-560
| -42% | -$520K | 0.2% | 100 |
|
|
2019
Q4 | $1.52M | Sell |
1,328
-258
| -16% | -$295K | 0.33% | 70 |
|
|
2019
Q3 | $1.87M | Sell |
1,586
-75
| -5% | -$88.6K | 0.44% | 49 |
|
|
2019
Q2 | $1.81M | Sell |
1,661
-40
| -2% | -$43.6K | 0.34% | 61 |
|
|
2019
Q1 | $1.7M | Buy |
1,701
+245
| +17% | +$244K | 0.29% | 71 |
|
|
2018
Q4 | $1.51M | Buy |
1,456
+89
| +7% | +$92.4K | 0.29% | 65 |
|
|
2018
Q3 | $1.63M | Sell |
1,367
-13
| -0.9% | -$15.5K | 0.26% | 69 |
|
|
2018
Q2 | $1.5M | Sell |
1,380
-13
| -0.9% | -$14.1K | 0.27% | 70 |
|
|
2018
Q1 | $1.63M | Sell |
1,393
-17
| -1% | -$19.9K | 0.32% | 56 |
|
|
2017
Q4 | $1.61M | Hold |
1,410
| – | – | 0.27% | 65 |
|
|
2017
Q3 | $1.51M | Sell |
1,410
-16
| -1% | -$17.1K | 0.27% | 72 |
|
|
2017
Q2 | $1.39M | Sell |
1,426
-82
| -5% | -$80K | 0.25% | 71 |
|
|
2017
Q1 | $1.47M | Sell |
1,508
-322
| -18% | -$314K | 0.26% | 70 |
|
|
2016
Q4 | $1.66M | Buy |
1,830
+362
| +25% | +$327K | 0.39% | 58 |
|
|
2016
Q3 | $1.36M | Hold |
1,468
| – | – | 0.37% | 58 |
|
|
2016
Q2 | $1.4M | Hold |
1,468
| – | – | 0.39% | 56 |
|
|
2016
Q1 | $1.31M | Buy |
1,468
+75
| +5% | +$66.9K | 0.47% | 50 |
|
|
2015
Q4 | $1.23M | Sell |
1,393
-25
| -2% | -$22.1K | 0.49% | 52 |
|
|
2015
Q3 | $1.14M | Hold |
1,418
| – | – | 0.48% | 49 |
|
|
2015
Q2 | $1.14M | Sell |
1,418
-45
| -3% | -$36K | 0.41% | 51 |
|
|
2015
Q1 | $1.13M | Sell |
1,463
-85
| -5% | -$65.4K | 0.44% | 47 |
|
|
2014
Q4 | $1.06M | Sell |
1,548
-40
| -3% | -$27.3K | 0.46% | 47 |
|
|
2014
Q3 | $1.01M | Sell |
1,588
-200
| -11% | -$127K | 0.49% | 44 |
|
|
2014
Q2 | $1.17M | Buy |
1,788
+5
| +0.3% | +$3.28K | 0.57% | 38 |
|
|
2014
Q1 | $1.06M | Sell |
1,783
-90
| -5% | -$53.7K | 0.64% | 39 |
|
|
2013
Q4 | $1.09M | Buy |
1,873
+945
| +102% | +$548K | 0.64% | 40 |
|
|
2013
Q3 | $481K | Buy |
928
+550
| +146% | +$285K | 0.31% | 69 |
|
|
2013
Q2 | $201K | Buy |
+378
| New | +$201K | 0.15% | 111 |
|