Lodestone Wealth Management’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 | $271K | Sell |
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|
2025
Q2 | $288K | Sell |
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|
2025
Q1 | $282K | Sell |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $253K | Sell |
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|
2024
Q2 | $424K | Sell |
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|
2024
Q1 | $416K | Sell |
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|
2023
Q4 | $404K | Buy |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $372K | Sell |
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|
2023
Q1 | $345K | Buy |
|