Integrated Wealth Concepts’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $278K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $348K | Sell |
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|
2024
Q4 | $452K | Sell |
|
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|
2024
Q3 | $449K | Sell |
|
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|
2024
Q2 | $504K | Sell |
|
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|
2024
Q1 | $599K | Buy |
|
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|
2023
Q4 | $545K | Sell |
|
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|
2023
Q3 | $599K | Buy |
|
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|
2023
Q2 | $560K | Sell |
|
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|
2023
Q1 | $534K | Buy |
|
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|
2022
Q4 | $393K | Sell |
|
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $428K | Buy |
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|
2021
Q4 | $357K | Buy |
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|
2021
Q3 | $316K | Buy |
|