One Wealth 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 | $475K | Hold |
238
| – | – | 0.07% | 162 |
|
|
2025
Q1 | $445K | Hold |
238
| – | – | 0.07% | 162 |
|
|
2024
Q4 | $411K | Hold |
238
| – | – | 0.06% | 148 |
|
|
2024
Q3 | $373K | Hold |
238
| – | – | 0.06% | 167 |
|
|
2024
Q2 | $362K | Sell |
238
-28
| -11% | -$42.6K | 0.08% | 141 |
|
|
2024
Q1 | $405K | Buy |
266
+11
| +4% | +$16.7K | 0.07% | 149 |
|
|
2023
Q4 | $362K | Buy |
255
+2
| +0.8% | +$2.84K | 0.07% | 136 |
|
|
2023
Q3 | $373K | Sell |
253
-6
| -2% | -$8.84K | 0.08% | 120 |
|
|
2023
Q2 | $358K | Buy |
259
+1
| +0.4% | +$1.38K | 0.08% | 136 |
|
|
2023
Q1 | $330K | Sell |
258
-2
| -0.8% | -$2.56K | 0.08% | 138 |
|
|
2022
Q4 | $343K | Buy |
260
+22
| +9% | +$29K | 0.08% | 128 |
|
|
2022
Q3 | $258K | Buy |
238
+1
| +0.4% | +$1.08K | 0.08% | 135 |
|
|
2022
Q2 | $307K | Buy |
237
+13
| +6% | +$16.8K | 0.08% | 131 |
|
|
2022
Q1 | $330K | Buy |
224
+7
| +3% | +$10.3K | 0.08% | 133 |
|
|
2021
Q4 | $268K | Buy |
217
+35
| +19% | +$43.2K | 0.07% | 151 |
|
|
2021
Q3 | $218K | Hold |
182
| – | – | 0.06% | 193 |
|
|
2021
Q2 | $216K | Buy |
+182
| New | +$216K | 0.07% | 159 |
|
|
2019
Q2 | – | Sell |
-10
| Closed | -$10K | – | 340 |
|
|
2019
Q1 | $10K | Buy |
+10
| New | +$10K | 0.01% | 319 |
|
|
2018
Q4 | – | Sell |
-24
| Closed | -$29K | – | 330 |
|
|
2018
Q3 | $29K | Sell |
24
-9
| -27% | -$10.9K | 0.02% | 294 |
|
|
2018
Q2 | $36K | Sell |
33
-6
| -15% | -$6.55K | 0.03% | 277 |
|
|
2018
Q1 | $46K | Sell |
39
-2
| -5% | -$2.36K | 0.04% | 255 |
|
|
2017
Q4 | $47K | Buy |
+41
| New | +$47K | 0.04% | 280 |
|