Integrated Wealth Concepts’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 | – | Sell |
-186
| Closed | -$348K | – | 1968 |
|
|
2025
Q1 | $348K | Sell |
186
-76
| -29% | -$142K | ﹤0.01% | 1321 |
|
|
2024
Q4 | $452K | Sell |
262
-24
| -8% | -$41.4K | 0.01% | 1174 |
|
|
2024
Q3 | $449K | Sell |
286
-34
| -11% | -$53.3K | 0.01% | 1130 |
|
|
2024
Q2 | $504K | Sell |
320
-74
| -19% | -$117K | 0.01% | 1044 |
|
|
2024
Q1 | $599K | Buy |
394
+10
| +3% | +$15.2K | 0.01% | 971 |
|
|
2023
Q4 | $545K | Sell |
384
-23
| -6% | -$32.7K | 0.01% | 962 |
|
|
2023
Q3 | $599K | Buy |
407
+2
| +0.5% | +$2.95K | 0.01% | 902 |
|
|
2023
Q2 | $560K | Sell |
405
-13
| -3% | -$18K | 0.01% | 936 |
|
|
2023
Q1 | $534K | Buy |
418
+120
| +40% | +$153K | 0.01% | 827 |
|
|
2022
Q4 | $393K | Sell |
298
-5
| -2% | -$6.59K | 0.01% | 730 |
|
|
2022
Q3 | $329K | Buy |
303
+14
| +5% | +$15.2K | 0.01% | 707 |
|
|
2022
Q2 | $374K | Sell |
289
-1
| -0.3% | -$1.29K | 0.01% | 683 |
|
|
2022
Q1 | $428K | Buy |
290
+1
| +0.3% | +$1.48K | 0.01% | 617 |
|
|
2021
Q4 | $357K | Buy |
289
+25
| +9% | +$30.9K | 0.01% | 703 |
|
|
2021
Q3 | $316K | Buy |
+264
| New | +$316K | 0.01% | 724 |
|