J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.57M | Sell |
2,426
-916
| -27% | -$1.35M | 0.01% | 578 |
|
|
2023
Q2 | $4.62M | Sell |
3,342
-803
| -19% | -$1.11M | 0.02% | 355 |
|
|
2023
Q1 | $5.29M | Buy |
4,145
+634
| +18% | +$810K | 0.01% | 570 |
|
|
2022
Q4 | $4.63M | Sell |
3,511
-128
| -4% | -$169K | 0.01% | 595 |
|
|
2022
Q3 | $3.95M | Sell |
3,639
-911
| -20% | -$988K | 0.01% | 621 |
|
|
2022
Q2 | $5.88M | Buy |
4,550
+700
| +18% | +$905K | 0.02% | 528 |
|
|
2022
Q1 | $5.68M | Sell |
3,850
-557
| -13% | -$822K | 0.01% | 581 |
|
|
2021
Q4 | $5.44M | Sell |
4,407
-1,594
| -27% | -$1.97M | 0.01% | 586 |
|
|
2021
Q3 | $7.17M | Buy |
6,001
+715
| +14% | +$855K | 0.02% | 505 |
|
|
2021
Q2 | $6.27M | Buy |
5,286
+3,899
| +281% | +$4.63M | 0.02% | 531 |
|
|
2021
Q1 | $1.58M | Sell |
1,387
-30
| -2% | -$34.2K | 0.01% | 857 |
|
|
2020
Q4 | $1.46M | Buy |
1,417
+124
| +10% | +$128K | ﹤0.01% | 857 |
|
|
2020
Q3 | $1.26M | Buy |
1,293
+35
| +3% | +$34.1K | ﹤0.01% | 798 |
|
|
2020
Q2 | $1.16M | Buy |
1,258
+98
| +8% | +$90.4K | 0.01% | 760 |
|
|
2020
Q1 | $1.08M | Sell |
1,160
-8
| -0.7% | -$7.42K | 0.01% | 689 |
|
|
2019
Q4 | $1.34M | Buy |
1,168
+91
| +8% | +$104K | 0.01% | 701 |
|
|
2019
Q3 | $1.27M | Buy |
1,077
+142
| +15% | +$168K | 0.01% | 690 |
|
|
2019
Q2 | $1.02M | Sell |
935
-69
| -7% | -$75.2K | 0.01% | 747 |
|
|
2019
Q1 | $1M | Sell |
1,004
-114
| -10% | -$114K | 0.01% | 794 |
|
|
2018
Q4 | $1.16M | Buy |
1,118
+86
| +8% | +$89.3K | 0.01% | 706 |
|
|
2018
Q3 | $1.23M | Sell |
1,032
-40
| -4% | -$47.5K | 0.01% | 765 |
|
|
2018
Q2 | $1.16M | Buy |
1,072
+95
| +10% | +$103K | 0.01% | 725 |
|
|
2018
Q1 | $1.14M | Buy |
977
+247
| +34% | +$289K | 0.01% | 615 |
|
|
2017
Q4 | $831K | Buy |
730
+217
| +42% | +$247K | 0.01% | 717 |
|
|
2017
Q3 | $548K | Buy |
513
+23
| +5% | +$24.6K | ﹤0.01% | 811 |
|
|
2017
Q2 | $478K | Sell |
490
-1,217
| -71% | -$1.19M | ﹤0.01% | 853 |
|
|
2017
Q1 | $1.67M | Buy |
1,707
+78
| +5% | +$76.1K | 0.01% | 505 |
|
|
2016
Q4 | $1.47M | Buy |
1,629
+3
| +0.2% | +$2.71K | 0.01% | 498 |
|
|
2016
Q3 | $1.51M | Sell |
1,626
-179
| -10% | -$166K | 0.01% | 502 |
|
|
2016
Q2 | $1.72M | Sell |
1,805
-223
| -11% | -$212K | 0.02% | 479 |
|
|
2016
Q1 | $1.81M | Buy |
2,028
+96
| +5% | +$85.6K | 0.02% | 422 |
|
|
2015
Q4 | $1.71M | Sell |
1,932
-218
| -10% | -$192K | 0.02% | 405 |
|
|
2015
Q3 | $1.72M | Sell |
2,150
-727
| -25% | -$583K | 0.02% | 364 |
|
|
2015
Q2 | $2.3M | Sell |
2,877
-40
| -1% | -$32K | 0.03% | 344 |
|
|
2015
Q1 | $2.24M | Sell |
2,917
-79
| -3% | -$60.7K | 0.03% | 354 |
|
|
2014
Q4 | $2.05M | Sell |
2,996
-426
| -12% | -$291K | 0.02% | 373 |
|
|
2014
Q3 | $2.18M | Buy |
3,422
+529
| +18% | +$336K | 0.03% | 356 |
|
|
2014
Q2 | $1.9M | Sell |
2,893
-129
| -4% | -$84.6K | 0.03% | 305 |
|
|
2014
Q1 | $1.8M | Buy |
+3,022
| New | +$1.8M | 0.03% | 303 |
|