Linscomb Wealth’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-189
| Closed | -$269K | – | 288 |
|
|
2023
Q4 | $269K | Sell |
189
-68
| -26% | -$96.6K | 0.01% | 255 |
|
|
2023
Q3 | $379K | Hold |
257
| – | – | 0.02% | 221 |
|
|
2023
Q2 | $356K | Sell |
257
-74
| -22% | -$102K | 0.02% | 233 |
|
|
2023
Q1 | $423K | Hold |
331
| – | – | 0.02% | 227 |
|
|
2022
Q4 | $437K | Hold |
331
| – | – | 0.02% | 239 |
|
|
2022
Q3 | $359K | Sell |
331
-217
| -40% | -$235K | 0.02% | 221 |
|
|
2022
Q2 | $709K | Sell |
548
-124
| -18% | -$160K | 0.04% | 174 |
|
|
2022
Q1 | $991K | Hold |
672
| – | – | 0.05% | 181 |
|
|
2021
Q4 | $829K | Hold |
672
| – | – | 0.04% | 186 |
|
|
2021
Q3 | $803K | Sell |
672
-406
| -38% | -$485K | 0.04% | 185 |
|
|
2021
Q2 | $1.28M | Sell |
1,078
-244
| -18% | -$289K | 0.07% | 150 |
|
|
2021
Q1 | $1.51M | Hold |
1,322
| – | – | 0.08% | 138 |
|
|
2020
Q4 | $1.37M | Buy |
+1,322
| New | +$1.37M | 0.08% | 139 |
|