HWA
Heritage Wealth Advisors’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
6,065
-7
| -0.1% | -$14K | 0.58% | 31 |
|
|
2025
Q1 | $11.4M | Sell |
6,072
-1,148
| -16% | -$2.15M | 0.58% | 32 |
|
|
2024
Q4 | $12.5M | Sell |
7,220
-6,680
| -48% | -$11.5M | 0.62% | 31 |
|
|
2024
Q3 | $21.8M | Buy |
13,900
+53
| +0.4% | +$83.1K | 1.02% | 30 |
|
|
2024
Q2 | $21.8M | Sell |
13,847
-203
| -1% | -$320K | 0.99% | 29 |
|
|
2024
Q1 | $21.4M | Sell |
14,050
-380
| -3% | -$578K | 0.98% | 29 |
|
|
2023
Q4 | $20.5M | Sell |
14,430
-959
| -6% | -$1.36M | 1.02% | 29 |
|
|
2023
Q3 | $22.7M | Sell |
15,389
-765
| -5% | -$1.13M | 1.24% | 28 |
|
|
2023
Q2 | $22.3M | Sell |
16,154
-1,002
| -6% | -$1.39M | 1.18% | 27 |
|
|
2023
Q1 | $21.9M | Sell |
17,156
-1,472
| -8% | -$1.88M | 1.22% | 27 |
|
|
2022
Q4 | $24.5M | Sell |
18,628
-643
| -3% | -$847K | 1.42% | 26 |
|
|
2022
Q3 | $20.9M | Hold |
19,271
| – | – | 1.52% | 27 |
|
|
2022
Q2 | $24.9M | Sell |
19,271
-78
| -0.4% | -$101K | 1.73% | 20 |
|
|
2022
Q1 | $28.5M | Sell |
19,349
-1,988
| -9% | -$2.93M | 1.58% | 11 |
|
|
2021
Q4 | $26.3M | Buy |
21,337
+6,381
| +43% | +$7.87M | 1.45% | 12 |
|
|
2021
Q3 | $17.9M | Sell |
14,956
-549
| -4% | -$656K | 1.09% | 20 |
|
|
2021
Q2 | $18.4M | Sell |
15,505
-457
| -3% | -$542K | 1.13% | 16 |
|
|
2021
Q1 | $18.2M | Sell |
15,962
-17
| -0.1% | -$19.4K | 1.1% | 12 |
|
|
2020
Q4 | $16.5M | Buy |
15,979
+1,327
| +9% | +$1.37M | 1.03% | 10 |
|
|
2020
Q3 | $14.3M | Sell |
14,652
-202
| -1% | -$197K | 1.84% | 10 |
|
|
2020
Q2 | $13.7M | Buy |
14,854
+1,029
| +7% | +$950K | 1.92% | 9 |
|
|
2020
Q1 | $12.8M | Sell |
13,825
-475
| -3% | -$441K | 2.3% | 7 |
|
|
2019
Q4 | $16.3M | Sell |
14,300
-776
| -5% | -$887K | 2.16% | 9 |
|
|
2019
Q3 | $17.8M | Sell |
15,076
-3,318
| -18% | -$3.92M | 2.63% | 8 |
|
|
2019
Q2 | $20M | Sell |
18,394
-639
| -3% | -$696K | 3.07% | 6 |
|
|
2019
Q1 | $19M | Sell |
19,033
-4,239
| -18% | -$4.22M | 3.12% | 6 |
|
|
2018
Q4 | $24.2M | Buy |
23,272
+5,058
| +28% | +$5.25M | 4.72% | 5 |
|
|
2018
Q3 | $21.6M | Sell |
18,214
-977
| -5% | -$1.16M | 4.24% | 5 |
|
|
2018
Q2 | $20.8M | Sell |
19,191
-532
| -3% | -$577K | 7.78% | 3 |
|
|
2018
Q1 | $23.1M | Sell |
19,723
-784
| -4% | -$917K | 9.58% | 2 |
|
|
2017
Q4 | $23.4M | Buy |
20,507
+15,586
| +317% | +$17.8M | 9.99% | 2 |
|
|
2017
Q3 | $5.26M | Sell |
4,921
-9
| -0.2% | -$9.61K | 2.64% | 5 |
|
|
2017
Q2 | $4.81M | Hold |
4,930
| – | – | 2.49% | 6 |
|
|
2017
Q1 | $4.81M | Sell |
4,930
-353
| -7% | -$345K | 2.59% | 6 |
|
|
2016
Q4 | $4.78M | Buy |
5,283
+149
| +3% | +$135K | 3.12% | 6 |
|
|
2016
Q3 | $4.77M | Sell |
5,134
-55
| -1% | -$51.1K | 3.3% | 6 |
|
|
2016
Q2 | $4.94M | Sell |
5,189
-76
| -1% | -$72.4K | 3.34% | 6 |
|
|
2016
Q1 | $4.69M | Buy |
5,265
+4,010
| +320% | +$3.57M | 3.68% | 6 |
|
|
2015
Q4 | $1.11M | Sell |
1,255
-8,399
| -87% | -$7.42M | 0.93% | 17 |
|
|
2015
Q3 | $7.74M | Buy |
9,654
+8,399
| +669% | +$6.73M | 6.65% | 4 |
|
|
2015
Q2 | $1M | Buy |
1,255
+200
| +19% | +$160K | 0.83% | 21 |
|
|
2015
Q1 | $813K | Hold |
1,055
| – | – | 0.67% | 27 |
|
|
2014
Q4 | $720K | Hold |
1,055
| – | – | 0.64% | 28 |
|
|
2014
Q3 | $672K | Hold |
1,055
| – | – | 0.7% | 28 |
|
|
2014
Q2 | $692K | Hold |
1,055
| – | – | 0.74% | 28 |
|
|
2014
Q1 | $629K | Hold |
1,055
| – | – | 0.73% | 26 |
|
|
2013
Q4 | $613K | Buy |
+1,055
| New | +$613K | 0.77% | 24 |
|