Geneos Wealth Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $203K | Sell |
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|
2025
Q2 | $222K | Sell |
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|
2025
Q1 | $363K | Buy |
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|
2024
Q4 | $133K | Hold |
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|
2024
Q3 | $121K | Buy |
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|
2024
Q2 | $120K | Hold |
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|
2024
Q1 | $116K | Buy |
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|
2023
Q4 | $75.3K | Hold |
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|
2023
Q3 | $78K | Buy |
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|
2023
Q2 | $58.1K | Hold |
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|
2023
Q1 | $53.7K | Hold |
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|
2022
Q4 | $55.3K | Buy |
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|
2022
Q3 | $41K | Sell |
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|
2022
Q2 | $58K | Hold |
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|
2022
Q1 | $64K | Sell |
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|
2021
Q4 | $55K | Hold |
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|
2021
Q3 | $54K | Hold |
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|
2021
Q2 | $54K | Sell |
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|
2021
Q1 | $58K | Hold |
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|
2020
Q4 | $57K | Sell |
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|
2020
Q3 | $56K | Hold |
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|
2020
Q2 | $52K | Hold |
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|
2020
Q1 | $53K | Sell |
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|
2019
Q4 | $233K | Buy |
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|
2019
Q3 | $234K | Buy |
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|
2019
Q2 | $213K | Hold |
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|
2019
Q1 | $195K | Buy |
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|
2018
Q4 | $193K | Buy |
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|
2018
Q3 | $120K | Hold |
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|
2018
Q2 | $109K | Hold |
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|
2018
Q1 | $118K | Hold |
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|
2017
Q4 | $115K | Buy |
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|
2017
Q3 | $101K | Hold |
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|
2017
Q2 | $92K | Buy |
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|
2017
Q1 | $69K | Hold |
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|
2016
Q4 | $64K | Sell |
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|
2016
Q3 | $81K | Hold |
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|
2016
Q2 | $82K | Hold |
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|
2016
Q1 | $79K | Buy |
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