GW & Wade’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.26M | Buy |
890
+37
| +4% | +$52.5K | 0.04% | 205 |
|
|
2023
Q3 | $1.26M | Sell |
853
-215
| -20% | -$317K | 0.05% | 195 |
|
|
2023
Q2 | $1.48M | Buy |
+1,068
| New | +$1.48M | 0.05% | 188 |
|
|
2022
Q3 | – | Sell |
-2,509
| Closed | -$3.25M | – | 398 |
|
|
2022
Q2 | $3.25M | Buy |
2,509
+2,292
| +1,056% | +$2.96M | 0.15% | 107 |
|
|
2022
Q1 | $320K | Hold |
217
| – | – | 0.01% | 297 |
|
|
2021
Q4 | $268K | Buy |
+217
| New | +$268K | 0.01% | 338 |
|