Madison Wealth Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $911K | Sell |
619
-24
| -4% | -$35.3K | 0.19% | 95 |
|
|
2023
Q2 | $889K | Hold |
643
| – | – | 0.18% | 98 |
|
|
2023
Q1 | $821K | Hold |
643
| – | – | 0.18% | 96 |
|
|
2022
Q4 | $847K | Sell |
643
-12
| -2% | -$15.8K | 0.19% | 94 |
|
|
2022
Q3 | $710K | Hold |
655
| – | – | 0.17% | 97 |
|
|
2022
Q2 | $847K | Hold |
655
| – | – | 0.21% | 94 |
|
|
2022
Q1 | $966K | Sell |
655
-50
| -7% | -$73.7K | 0.2% | 91 |
|
|
2021
Q4 | $870K | Sell |
705
-10
| -1% | -$12.3K | 0.17% | 91 |
|
|
2021
Q3 | $855K | Sell |
715
-17
| -2% | -$20.3K | 0.19% | 90 |
|
|
2021
Q2 | $869K | Sell |
732
-7
| -0.9% | -$8.31K | 0.19% | 91 |
|
|
2021
Q1 | $842K | Buy |
739
+2
| +0.3% | +$2.28K | 0.21% | 89 |
|
|
2020
Q4 | $762K | Sell |
737
-10
| -1% | -$10.3K | 0.2% | 86 |
|
|
2020
Q3 | $727K | Buy |
747
+12
| +2% | +$11.7K | 0.22% | 76 |
|
|
2020
Q2 | $679K | Buy |
735
+28
| +4% | +$25.9K | 0.22% | 75 |
|
|
2020
Q1 | $656K | Sell |
707
-15
| -2% | -$13.9K | 0.26% | 74 |
|
|
2019
Q4 | $825K | Buy |
+722
| New | +$825K | 0.24% | 80 |
|