JSA
Jacobson & Schmitt Advisors’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,541
| Closed | -$5.14M | – | 43 |
|
|
2020
Q1 | $5.14M | Buy |
5,541
+27
| +0.5% | +$25.1K | 2.91% | 17 |
|
|
2019
Q4 | $6.3M | Buy |
5,514
+316
| +6% | +$361K | 3.13% | 17 |
|
|
2019
Q3 | $6.14M | Buy |
5,198
+374
| +8% | +$442K | 3.43% | 14 |
|
|
2019
Q2 | $5.26M | Buy |
4,824
+53
| +1% | +$57.7K | 3.05% | 19 |
|
|
2019
Q1 | $4.75M | Buy |
4,771
+24
| +0.5% | +$23.9K | 2.96% | 19 |
|
|
2018
Q4 | $4.93M | Buy |
4,747
+46
| +1% | +$47.8K | 3.56% | 13 |
|
|
2018
Q3 | $5.59M | Sell |
4,701
-34
| -0.7% | -$40.4K | 3.49% | 12 |
|
|
2018
Q2 | $5.13M | Buy |
4,735
+20
| +0.4% | +$21.7K | 3.4% | 15 |
|
|
2018
Q1 | $5.52M | Sell |
4,715
-12
| -0.3% | -$14K | 3.74% | 9 |
|
|
2017
Q4 | $5.39M | Buy |
4,727
+11
| +0.2% | +$12.5K | 3.64% | 10 |
|
|
2017
Q3 | $5.04M | Sell |
4,716
-4
| -0.1% | -$4.27K | 3.35% | 11 |
|
|
2017
Q2 | $4.61M | Buy |
4,720
+42
| +0.9% | +$41K | 3.11% | 14 |
|
|
2017
Q1 | $4.57M | Sell |
4,678
-72
| -2% | -$70.3K | 3.18% | 12 |
|
|
2016
Q4 | $4.3M | Buy |
4,750
+4
| +0.1% | +$3.62K | 3.38% | 12 |
|
|
2016
Q3 | $4.41M | Buy |
4,746
+127
| +3% | +$118K | 3.52% | 10 |
|
|
2016
Q2 | $4.4M | Buy |
4,619
+69
| +2% | +$65.7K | 3.74% | 11 |
|
|
2016
Q1 | $4.06M | Buy |
4,550
+110
| +2% | +$98.1K | 3.56% | 11 |
|
|
2015
Q4 | $3.92M | Buy |
+4,440
| New | +$3.92M | 3.56% | 10 |
|