OneDigital 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 | $372K | Buy |
186
+3
| +2% | +$5.99K | ﹤0.01% | 1039 |
|
|
2025
Q1 | $342K | Buy |
183
+32
| +21% | +$59.8K | ﹤0.01% | 1027 |
|
|
2024
Q4 | $261K | Buy |
151
+4
| +3% | +$6.91K | ﹤0.01% | 1202 |
|
|
2024
Q3 | $231K | Buy |
147
+5
| +4% | +$7.84K | ﹤0.01% | 1290 |
|
|
2024
Q2 | $224K | Buy |
+142
| New | +$224K | ﹤0.01% | 1240 |
|
|
2022
Q3 | – | Sell |
-372
| Closed | -$481K | – | 784 |
|
|
2022
Q2 | $481K | Buy |
372
+67
| +22% | +$86.6K | 0.02% | 427 |
|
|
2022
Q1 | $450K | Buy |
305
+45
| +17% | +$66.4K | 0.02% | 464 |
|
|
2021
Q4 | $321K | Buy |
+260
| New | +$321K | 0.01% | 567 |
|
|
2018
Q4 | – | Sell |
-6
| Closed | -$7K | – | 1228 |
|
|
2018
Q3 | $7K | Hold |
6
| – | – | ﹤0.01% | 889 |
|
|
2018
Q2 | $7K | Hold |
6
| – | – | ﹤0.01% | 1118 |
|
|
2018
Q1 | $7K | Hold |
6
| – | – | ﹤0.01% | 1107 |
|
|
2017
Q4 | $7K | Hold |
6
| – | – | ﹤0.01% | 1040 |
|
|
2017
Q3 | $6K | Hold |
6
| – | – | ﹤0.01% | 871 |
|
|
2017
Q2 | $6K | Buy |
+6
| New | +$6K | ﹤0.01% | 1028 |
|