Gilliland Jeter Wealth Management’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 | $423K | Sell |
212
-4
| -2% | -$7.99K | 0.14% | 119 |
|
|
2025
Q1 | $404K | Sell |
216
-37
| -15% | -$69.2K | 0.14% | 117 |
|
|
2024
Q4 | $437K | Hold |
253
| – | – | 0.15% | 114 |
|
|
2024
Q3 | $397K | Hold |
253
| – | – | 0.13% | 122 |
|
|
2024
Q2 | $399K | Hold |
253
| – | – | 0.13% | 120 |
|
|
2024
Q1 | $385K | Sell |
253
-118
| -32% | -$180K | 0.13% | 124 |
|
|
2023
Q4 | $527K | Buy |
+371
| New | +$527K | 0.22% | 100 |
|