Heartwood Wealth Advisors’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 | $387K | Hold |
194
| – | – | 0.04% | 122 |
|
|
2025
Q1 | $363K | Sell |
194
-1
| -0.5% | -$1.87K | 0.04% | 120 |
|
|
2024
Q4 | $337K | Buy |
195
+1
| +0.5% | +$1.73K | 0.04% | 125 |
|
|
2024
Q3 | $304K | Hold |
194
| – | – | 0.03% | 133 |
|
|
2024
Q2 | $306K | Hold |
194
| – | – | 0.04% | 132 |
|
|
2024
Q1 | $295K | Hold |
194
| – | – | 0.04% | 117 |
|
|
2023
Q4 | $275K | Hold |
194
| – | – | 0.04% | 113 |
|
|
2023
Q3 | $286K | Buy |
194
+11
| +6% | +$16.2K | 0.04% | 109 |
|
|
2023
Q2 | $253K | Buy |
183
+17
| +10% | +$23.5K | 0.04% | 120 |
|
|
2023
Q1 | $212K | Buy |
+166
| New | +$212K | 0.03% | 123 |
|