JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Hold |
18
| – | – | ﹤0.01% | 534 |
|
|
2025
Q1 | $33.7K | Hold |
18
| – | – | ﹤0.01% | 546 |
|
|
2024
Q4 | $31.1K | Hold |
18
| – | – | ﹤0.01% | 543 |
|
|
2024
Q3 | $28.2K | Hold |
18
| – | – | ﹤0.01% | 570 |
|
|
2024
Q2 | $28.4K | Hold |
18
| – | – | ﹤0.01% | 521 |
|
|
2024
Q1 | $27.4K | Hold |
18
| – | – | ﹤0.01% | 555 |
|
|
2023
Q4 | $25.6K | Hold |
18
| – | – | ﹤0.01% | 534 |
|
|
2023
Q3 | $26.5K | Buy |
18
+1
| +6% | +$1.47K | ﹤0.01% | 482 |
|
|
2023
Q2 | $23.5K | Hold |
17
| – | – | ﹤0.01% | 507 |
|
|
2023
Q1 | $21.7K | Hold |
17
| – | – | ﹤0.01% | 518 |
|
|
2022
Q4 | $22.4K | Buy |
17
+1
| +6% | +$1.32K | ﹤0.01% | 510 |
|
|
2022
Q3 | $17K | Sell |
16
-6
| -27% | -$6.38K | ﹤0.01% | 609 |
|
|
2022
Q2 | $28K | Buy |
22
+4
| +22% | +$5.09K | ﹤0.01% | 519 |
|
|
2022
Q1 | $27K | Buy |
18
+15
| +500% | +$22.5K | ﹤0.01% | 537 |
|
|
2021
Q4 | $4K | Buy |
+3
| New | +$4K | ﹤0.01% | 870 |
|
|
2018
Q2 | – | Sell |
-5
| Closed | -$6K | – | 520 |
|
|
2018
Q1 | $6K | Hold |
5
| – | – | ﹤0.01% | 406 |
|
|
2017
Q4 | $6K | Buy |
+5
| New | +$6K | ﹤0.01% | 415 |
|
|
2016
Q2 | – | Sell |
-4
| Closed | -$4K | – | 578 |
|
|
2016
Q1 | $4K | Buy |
+4
| New | +$4K | ﹤0.01% | 466 |
|