JFS Wealth 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 | $26.8K | Sell |
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|
2025
Q2 | $36K | Hold |
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|
2025
Q1 | $33.7K | Hold |
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|
2024
Q4 | $31.1K | Hold |
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|
2024
Q3 | $28.2K | Hold |
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|
2024
Q2 | $28.4K | Hold |
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|
2024
Q1 | $27.4K | Hold |
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|
2023
Q4 | $25.6K | Hold |
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|
2023
Q3 | $26.5K | Buy |
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|
2023
Q2 | $23.5K | Hold |
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|
2023
Q1 | $21.7K | Hold |
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|
2022
Q4 | $22.4K | Buy |
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|
2022
Q3 | $17K | Sell |
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|
2022
Q2 | $28K | Buy |
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|
2022
Q1 | $27K | Buy |
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|
2021
Q4 | $4K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $4K | Buy |
|