Guardian Wealth Advisors (North Carolina)’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 | $575K | Hold |
288
| – | – | 0.04% | 181 |
|
|
2025
Q1 | $538K | Hold |
288
| – | – | 0.04% | 173 |
|
|
2024
Q4 | $497K | Buy |
288
+150
| +109% | +$259K | 0.04% | 191 |
|
|
2024
Q3 | $216K | Hold |
138
| – | – | 0.02% | 256 |
|
|
2024
Q2 | $217K | Hold |
138
| – | – | 0.03% | 248 |
|
|
2024
Q1 | $210K | Buy |
+138
| New | +$210K | 0.03% | 261 |
|
|
2023
Q4 | – | Sell |
-138
| Closed | -$203K | – | 455 |
|
|
2023
Q3 | $203K | Buy |
+138
| New | +$203K | 0.03% | 235 |
|