Northwest Quadrant 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 | $280K | Hold |
140
| – | – | 0.06% | 49 |
|
|
2025
Q1 | $262K | Sell |
140
-11
| -7% | -$20.6K | 0.06% | 52 |
|
|
2024
Q4 | $261K | Sell |
151
-10
| -6% | -$17.3K | 0.06% | 59 |
|
|
2024
Q3 | $253K | Sell |
161
-20
| -11% | -$31.4K | 0.06% | 55 |
|
|
2024
Q2 | $285K | Hold |
181
| – | – | 0.07% | 48 |
|
|
2024
Q1 | $275K | Sell |
181
-10
| -5% | -$15.2K | 0.07% | 51 |
|
|
2023
Q4 | $271K | Hold |
191
| – | – | 0.07% | 51 |
|
|
2023
Q3 | $281K | Hold |
191
| – | – | 0.08% | 43 |
|
|
2023
Q2 | $264K | Hold |
191
| – | – | 0.07% | 48 |
|
|
2023
Q1 | $244K | Hold |
191
| – | – | 0.07% | 50 |
|
|
2022
Q4 | $252K | Hold |
191
| – | – | 0.08% | 51 |
|
|
2022
Q3 | $207K | Hold |
191
| – | – | 0.07% | 53 |
|
|
2022
Q2 | $247K | Hold |
191
| – | – | 0.08% | 54 |
|
|
2022
Q1 | $282K | Hold |
191
| – | – | 0.08% | 48 |
|
|
2021
Q4 | $236K | Hold |
191
| – | – | 0.06% | 58 |
|
|
2021
Q3 | $231K | Sell |
191
-16
| -8% | -$19.4K | 0.07% | 59 |
|
|
2021
Q2 | $248K | Sell |
207
-6
| -3% | -$7.19K | 0.07% | 54 |
|
|
2021
Q1 | $243K | Sell |
213
-6
| -3% | -$6.85K | 0.08% | 55 |
|
|
2020
Q4 | $223K | Hold |
219
| – | – | 0.08% | 53 |
|
|
2020
Q3 | $212K | Buy |
+219
| New | +$212K | 0.08% | 54 |
|
|
2020
Q1 | – | Sell |
-224
| Closed | -$255K | – | 62 |
|
|
2019
Q4 | $255K | Hold |
224
| – | – | 0.11% | 54 |
|
|
2019
Q3 | $258K | Hold |
224
| – | – | 0.11% | 57 |
|
|
2019
Q2 | $240K | Hold |
224
| – | – | 0.11% | 55 |
|
|
2019
Q1 | $220K | Buy |
+224
| New | +$220K | 0.1% | 55 |
|