Marks Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Sell |
301
-1
| -0.3% | -$2K | 0.06% | 215 |
|
|
2025
Q1 | $565K | Sell |
302
-9
| -3% | -$16.8K | 0.05% | 228 |
|
|
2024
Q4 | $537K | Sell |
311
-1
| -0.3% | -$1.73K | 0.05% | 214 |
|
|
2024
Q3 | $489K | Sell |
312
-9
| -3% | -$14.1K | 0.05% | 224 |
|
|
2024
Q2 | $506K | Sell |
321
-19
| -6% | -$29.9K | 0.05% | 221 |
|
|
2024
Q1 | $517K | Sell |
340
-18
| -5% | -$27.4K | 0.05% | 218 |
|
|
2023
Q4 | $508K | Buy |
358
+80
| +29% | +$114K | 0.06% | 214 |
|
|
2023
Q3 | $409K | Sell |
278
-1
| -0.4% | -$1.47K | 0.05% | 223 |
|
|
2023
Q2 | $386K | Sell |
279
-2
| -0.7% | -$2.77K | 0.05% | 228 |
|
|
2023
Q1 | $359K | Buy |
281
+16
| +6% | +$20.4K | 0.05% | 233 |
|
|
2022
Q4 | $349K | Buy |
265
+3
| +1% | +$3.95K | 0.05% | 233 |
|
|
2022
Q3 | $284K | Buy |
262
+7
| +3% | +$7.59K | 0.04% | 242 |
|
|
2022
Q2 | $330K | Buy |
255
+2
| +0.8% | +$2.59K | 0.05% | 238 |
|
|
2022
Q1 | $373K | Buy |
253
+4
| +2% | +$5.9K | 0.05% | 255 |
|
|
2021
Q4 | $307K | Sell |
249
-13
| -5% | -$16K | 0.04% | 271 |
|
|
2021
Q3 | $313K | Sell |
262
-2
| -0.8% | -$2.39K | 0.04% | 241 |
|
|
2021
Q2 | $313K | Sell |
264
-12
| -4% | -$14.2K | 0.04% | 215 |
|
|
2021
Q1 | $315K | Sell |
276
-5
| -2% | -$5.71K | 0.05% | 208 |
|
|
2020
Q4 | $290K | Sell |
281
-13
| -4% | -$13.4K | 0.05% | 216 |
|
|
2020
Q3 | $286K | Sell |
294
-9
| -3% | -$8.76K | 0.05% | 203 |
|
|
2020
Q2 | $280K | Hold |
303
| – | – | 0.06% | 198 |
|
|
2020
Q1 | $281K | Sell |
303
-35
| -10% | -$32.5K | 0.07% | 179 |
|
|
2019
Q4 | $387K | Buy |
+338
| New | +$387K | 0.08% | 186 |
|