Mount Yale Investment Advisors’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
Q2 | $136K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $577K | Sell |
|
|||||
|
2024
Q2 | $594K | Hold |
|
|||||
|
2024
Q1 | $574K | Sell |
|
|||||
|
2023
Q4 | $552K | Sell |
|
|||||
|
2023
Q3 | $577K | Sell |
|
|||||
|
2023
Q2 | $833K | Sell |
|
|||||
|
2023
Q1 | $1.02M | Sell |
|
|||||
|
2022
Q4 | $1.53M | Sell |
|
|||||
|
2022
Q3 | $1.26M | Buy |
|
|||||
|
2022
Q2 | $1.51M | Sell |
|
|||||
|
2022
Q1 | $2.15M | Sell |
|
|||||
|
2021
Q4 | $2.02M | Sell |
|
|||||
|
2021
Q3 | $1.97M | Sell |
|
|||||
|
2021
Q2 | $2.07M | Sell |
|
|||||
|
2021
Q1 | $2.04M | Buy |
|
|||||
|
2020
Q4 | $794K | Sell |
|
|||||
|
2020
Q3 | $1.03M | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $28K | Sell |
|
|||||
|
2018
Q2 | $51K | Buy |
|
|||||
|
2018
Q1 | $54K | Buy |
|