Legacy Capital Wealth Partners’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 | $459K | Buy |
230
+4
| +2% | +$7.99K | 0.1% | 214 |
|
|
2025
Q1 | $423K | Buy |
226
+1
| +0.4% | +$1.87K | 0.1% | 218 |
|
|
2024
Q4 | $388K | Buy |
225
+5
| +2% | +$8.63K | 0.1% | 225 |
|
|
2024
Q3 | $345K | Buy |
220
+26
| +13% | +$40.8K | 0.07% | 257 |
|
|
2024
Q2 | $306K | Buy |
+194
| New | +$306K | 0.08% | 238 |
|
|
2024
Q1 | – | Sell |
-156
| Closed | -$222K | – | 254 |
|
|
2023
Q4 | $222K | Buy |
156
+16
| +11% | +$22.7K | 0.06% | 265 |
|
|
2023
Q3 | $206K | Buy |
+140
| New | +$206K | 0.06% | 265 |
|