J.W. Cole Advisors’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
Q3 | $914K | Sell |
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|
2025
Q2 | $1M | Sell |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $848K | Buy |
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|
2024
Q3 | $656K | Buy |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $341K | Buy |
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|
2023
Q4 | $288K | Buy |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $322K | Sell |
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|
2023
Q1 | $309K | Buy |
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|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $319K | Hold |
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|
2022
Q2 | $380K | Hold |
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|
2022
Q1 | $434K | Buy |
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|
2021
Q4 | $252K | Buy |
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