Mount Yale Investment Advisors’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 | $136K | Buy |
+68
| New | +$136K | 0.01% | 607 |
|
|
2024
Q4 | – | Sell |
-368
| Closed | -$577K | – | 578 |
|
|
2024
Q3 | $577K | Sell |
368
-9
| -2% | -$14.1K | 0.06% | 315 |
|
|
2024
Q2 | $594K | Hold |
377
| – | – | 0.05% | 310 |
|
|
2024
Q1 | $574K | Sell |
377
-12
| -3% | -$18.3K | 0.04% | 327 |
|
|
2023
Q4 | $552K | Sell |
389
-3
| -0.8% | -$4.26K | 0.05% | 303 |
|
|
2023
Q3 | $577K | Sell |
392
-210
| -35% | -$309K | 0.06% | 278 |
|
|
2023
Q2 | $833K | Sell |
602
-194
| -24% | -$268K | 0.09% | 224 |
|
|
2023
Q1 | $1.02M | Sell |
796
-365
| -31% | -$466K | 0.11% | 178 |
|
|
2022
Q4 | $1.53M | Sell |
1,161
-6
| -0.5% | -$7.91K | 0.17% | 133 |
|
|
2022
Q3 | $1.27M | Buy |
1,167
+1
| +0.1% | +$1.08K | 0.17% | 133 |
|
|
2022
Q2 | $1.51M | Sell |
1,166
-291
| -20% | -$376K | 0.19% | 119 |
|
|
2022
Q1 | $2.15M | Sell |
1,457
-182
| -11% | -$268K | 0.23% | 106 |
|
|
2021
Q4 | $2.02M | Sell |
1,639
-13
| -0.8% | -$16K | 0.21% | 115 |
|
|
2021
Q3 | $1.97M | Sell |
1,652
-93
| -5% | -$111K | 0.23% | 107 |
|
|
2021
Q2 | $2.07M | Sell |
1,745
-47
| -3% | -$55.8K | 0.25% | 87 |
|
|
2021
Q1 | $2.04M | Buy |
1,792
+1,024
| +133% | +$1.17M | 0.27% | 86 |
|
|
2020
Q4 | $794K | Sell |
768
-291
| -27% | -$301K | 0.11% | 194 |
|
|
2020
Q3 | $1.03M | Buy |
+1,059
| New | +$1.03M | 0.15% | 144 |
|
|
2018
Q4 | – | Sell |
-25
| Closed | -$28K | – | 585 |
|
|
2018
Q3 | $28K | Sell |
25
-22
| -47% | -$24.6K | ﹤0.01% | 715 |
|
|
2018
Q2 | $51K | Buy |
47
+1
| +2% | +$1.09K | 0.01% | 617 |
|
|
2018
Q1 | $54K | Buy |
+46
| New | +$54K | 0.01% | 597 |
|