Menlo Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,286
| Closed | -$3.98M | – | 37 |
|
|
2020
Q1 | $3.98M | Sell |
4,286
-158
| -4% | -$147K | 3.75% | 11 |
|
|
2019
Q4 | $5.08M | Sell |
4,444
-25
| -0.6% | -$28.6K | 3.32% | 14 |
|
|
2019
Q3 | $5.28M | Sell |
4,469
-45
| -1% | -$53.2K | 3.69% | 10 |
|
|
2019
Q2 | $4.92M | Sell |
4,514
-219
| -5% | -$239K | 3.39% | 11 |
|
|
2019
Q1 | $4.72M | Sell |
4,733
-65
| -1% | -$64.8K | 3.36% | 12 |
|
|
2018
Q4 | $4.98M | Sell |
4,798
-107
| -2% | -$111K | 3.87% | 8 |
|
|
2018
Q3 | $5.83M | Hold |
4,905
| – | – | 3.94% | 7 |
|
|
2018
Q2 | $5.32M | Sell |
4,905
-1,253
| -20% | -$1.36M | 3.91% | 8 |
|
|
2018
Q1 | $7.21M | Hold |
6,158
| – | – | 5.21% | 2 |
|
|
2017
Q4 | $7.01M | Sell |
6,158
-24
| -0.4% | -$27.3K | 5.07% | 3 |
|
|
2017
Q3 | $6.6M | Sell |
6,182
-118
| -2% | -$126K | 5.02% | 2 |
|
|
2017
Q2 | $6.15M | Sell |
6,300
-7
| -0.1% | -$6.83K | 4.52% | 4 |
|
|
2017
Q1 | $6.15M | Sell |
6,307
-3
| -0% | -$2.93K | 4.63% | 3 |
|
|
2016
Q4 | $5.71M | Sell |
6,310
-97
| -2% | -$87.7K | 4.59% | 5 |
|
|
2016
Q3 | $5.95M | Hold |
6,407
| – | – | 4.77% | 2 |
|
|
2016
Q2 | $6.1M | Sell |
6,407
-2,012
| -24% | -$1.92M | 5.19% | 2 |
|
|
2016
Q1 | $7.51M | Sell |
8,419
-34
| -0.4% | -$30.3K | 6.89% | 2 |
|
|
2015
Q4 | $7.47M | Sell |
8,453
-686
| -8% | -$606K | 6.57% | 2 |
|
|
2015
Q3 | $7.33M | Sell |
9,139
-135
| -1% | -$108K | 5.76% | 3 |
|
|
2015
Q2 | $7.43M | Buy |
9,274
+72
| +0.8% | +$57.6K | 5.19% | 4 |
|
|
2015
Q1 | $7.08M | Sell |
9,202
-33
| -0.4% | -$25.4K | 5.05% | 5 |
|
|
2014
Q4 | $6.31M | Buy |
9,235
+29
| +0.3% | +$19.8K | 4.48% | 10 |
|
|
2014
Q3 | $5.86M | Buy |
9,206
+188
| +2% | +$120K | 4.25% | 9 |
|
|
2014
Q2 | $5.91M | Hold |
9,018
| – | – | 4.24% | 8 |
|
|
2014
Q1 | $5.38M | Buy |
9,018
+1
| +0% | +$596 | 4.03% | 10 |
|
|
2013
Q4 | $5.23M | Hold |
9,017
| – | – | 3.9% | 12 |
|
|
2013
Q3 | $4.67M | Hold |
9,017
| – | – | 3.63% | 12 |
|
|
2013
Q2 | $4.75M | Buy |
+9,017
| New | +$4.75M | 4.01% | 11 |
|