KSWA
Kathleen S. Wright Associates’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Hold |
1,464
| – | – | 1.14% | 21 |
|
|
2025
Q1 | $2.72M | Hold |
1,464
| – | – | 1.12% | 20 |
|
|
2024
Q4 | $2.54M | Buy |
1,464
+10
| +0.7% | +$17.3K | 1.06% | 22 |
|
|
2024
Q3 | $2.27M | Hold |
1,454
| – | – | 0.94% | 25 |
|
|
2024
Q2 | $2.3M | Hold |
1,454
| – | – | 1.06% | 23 |
|
|
2024
Q1 | $2.18M | Buy |
1,454
+32
| +2% | +$47.9K | 1.03% | 24 |
|
|
2023
Q4 | $2.02M | Sell |
1,422
-48
| -3% | -$68.3K | 1.03% | 26 |
|
|
2023
Q3 | $2.16M | Buy |
1,470
+460
| +46% | +$677K | 1.21% | 22 |
|
|
2023
Q2 | $1.4M | Sell |
1,010
-55
| -5% | -$76.1K | 0.89% | 29 |
|
|
2023
Q1 | $1.36M | Sell |
1,065
-326
| -23% | -$416K | 0.89% | 29 |
|
|
2022
Q4 | $1.83M | Hold |
1,391
| – | – | 1.24% | 22 |
|
|
2022
Q3 | $1.51M | Buy |
1,391
+10
| +0.7% | +$10.8K | 1.22% | 26 |
|
|
2022
Q2 | $1.79M | Hold |
1,381
| – | – | 1.5% | 21 |
|
|
2022
Q1 | $2.04M | Sell |
1,381
-332
| -19% | -$490K | 1.49% | 20 |
|
|
2021
Q4 | $2.11M | Buy |
+1,713
| New | +$2.11M | 1.56% | 19 |
|