FSA
Financial Security Advisor’s Markel Group MKL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $895K | Hold |
448
| – | – | 0.21% | 49 |
|
2025
Q1 | $838K | Hold |
448
| – | – | 0.21% | 51 |
|
2024
Q4 | $773K | Sell |
448
-4
| -0.9% | -$6.91K | 0.2% | 51 |
|
2024
Q3 | $709K | Sell |
452
-14
| -3% | -$22K | 0.18% | 52 |
|
2024
Q2 | $734K | Sell |
466
-33
| -7% | -$52K | 0.25% | 47 |
|
2024
Q1 | $759K | Buy |
499
+33
| +7% | +$50.2K | 0.27% | 48 |
|
2023
Q4 | $662K | Buy |
466
+89
| +24% | +$126K | 0.26% | 47 |
|
2023
Q3 | $555K | Buy |
+377
| New | +$555K | 0.26% | 50 |
|