J.W. Cole 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 | $1M | Sell |
503
-87
| -15% | -$174K | 0.02% | 667 |
|
|
2025
Q1 | $1.1M | Buy |
590
+99
| +20% | +$185K | 0.03% | 509 |
|
|
2024
Q4 | $848K | Buy |
491
+73
| +17% | +$126K | 0.03% | 460 |
|
|
2024
Q3 | $656K | Buy |
418
+207
| +98% | +$325K | 0.03% | 510 |
|
|
2024
Q2 | $332K | Sell |
211
-13
| -6% | -$20.5K | 0.02% | 672 |
|
|
2024
Q1 | $341K | Buy |
224
+21
| +10% | +$32K | 0.02% | 647 |
|
|
2023
Q4 | $288K | Buy |
203
+60
| +42% | +$85.2K | 0.02% | 661 |
|
|
2023
Q3 | $211K | Sell |
143
-90
| -39% | -$133K | 0.02% | 671 |
|
|
2023
Q2 | $322K | Sell |
233
-9
| -4% | -$12.4K | 0.02% | 551 |
|
|
2023
Q1 | $309K | Buy |
242
+9
| +4% | +$11.5K | 0.02% | 591 |
|
|
2022
Q4 | $307K | Sell |
233
-61
| -21% | -$80.4K | 0.02% | 552 |
|
|
2022
Q3 | $319K | Hold |
294
| – | – | 0.03% | 516 |
|
|
2022
Q2 | $380K | Hold |
294
| – | – | 0.03% | 481 |
|
|
2022
Q1 | $434K | Buy |
294
+90
| +44% | +$133K | 0.03% | 498 |
|
|
2021
Q4 | $252K | Buy |
+204
| New | +$252K | 0.02% | 710 |
|