Glassman Wealth Services’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-41
| Closed | -$58.2K | – | 1161 |
|
|
2023
Q4 | $58.2K | Sell |
41
-21
| -34% | -$29.8K | 0.01% | 417 |
|
|
2023
Q3 | $91.3K | Hold |
62
| – | – | 0.01% | 294 |
|
|
2023
Q2 | $85.8K | Hold |
62
| – | – | 0.01% | 290 |
|
|
2023
Q1 | $79.2K | Hold |
62
| – | – | 0.01% | 298 |
|
|
2022
Q4 | $81.7K | Sell |
62
-1
| -2% | -$1.32K | 0.02% | 304 |
|
|
2022
Q3 | $68K | Sell |
63
-1
| -2% | -$1.08K | 0.01% | 319 |
|
|
2022
Q2 | $83K | Hold |
64
| – | – | 0.02% | 290 |
|
|
2022
Q1 | $94K | Hold |
64
| – | – | 0.02% | 272 |
|
|
2021
Q4 | $79K | Buy |
64
+2
| +3% | +$2.47K | 0.01% | 286 |
|
|
2021
Q3 | $74K | Hold |
62
| – | – | 0.02% | 284 |
|
|
2021
Q2 | $74K | Hold |
62
| – | – | 0.02% | 281 |
|
|
2021
Q1 | $71K | Buy |
62
+1
| +2% | +$1.15K | 0.02% | 276 |
|
|
2020
Q4 | $63K | Hold |
61
| – | – | 0.01% | 303 |
|
|
2020
Q3 | $59K | Hold |
61
| – | – | 0.02% | 270 |
|
|
2020
Q2 | $56K | Hold |
61
| – | – | 0.02% | 236 |
|
|
2020
Q1 | $57K | Hold |
61
| – | – | 0.02% | 220 |
|
|
2019
Q4 | $70K | Hold |
61
| – | – | 0.03% | 212 |
|
|
2019
Q3 | $72K | Hold |
61
| – | – | 0.03% | 197 |
|
|
2019
Q2 | $66K | Buy |
61
+40
| +190% | +$43.3K | 0.03% | 208 |
|
|
2019
Q1 | $21K | Hold |
21
| – | – | 0.01% | 349 |
|
|
2018
Q4 | $22K | Hold |
21
| – | – | 0.01% | 283 |
|
|
2018
Q3 | $25K | Sell |
21
-2
| -9% | -$2.38K | 0.01% | 296 |
|
|
2018
Q2 | $25K | Hold |
23
| – | – | 0.01% | 265 |
|
|
2018
Q1 | $27K | Buy |
23
+19
| +475% | +$22.3K | 0.02% | 245 |
|
|
2017
Q4 | $5K | Buy |
+4
| New | +$5K | ﹤0.01% | 397 |
|