Opal 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 | $222K | Sell |
111
-124
| -53% | -$248K | 0.06% | 178 |
|
|
2025
Q1 | $439K | Sell |
235
-18
| -7% | -$33.7K | 0.14% | 90 |
|
|
2024
Q4 | $437K | Buy |
253
+10
| +4% | +$17.3K | 0.13% | 98 |
|
|
2024
Q3 | $381K | Sell |
243
-11
| -4% | -$17.3K | 0.12% | 101 |
|
|
2024
Q2 | $400K | Sell |
254
-72
| -22% | -$113K | 0.13% | 91 |
|
|
2024
Q1 | $496K | Buy |
326
+8
| +3% | +$12.2K | 0.17% | 80 |
|
|
2023
Q4 | $452K | Buy |
318
+7
| +2% | +$9.94K | 0.18% | 86 |
|
|
2023
Q3 | $458K | Sell |
311
-1
| -0.3% | -$1.47K | 0.27% | 61 |
|
|
2023
Q2 | $432K | Sell |
312
-9
| -3% | -$12.4K | 0.22% | 59 |
|
|
2023
Q1 | $410K | Sell |
321
-7
| -2% | -$8.94K | 0.24% | 50 |
|
|
2022
Q4 | $432K | Sell |
328
-5
| -2% | -$6.59K | 0.24% | 60 |
|
|
2022
Q3 | $361K | Buy |
333
+16
| +5% | +$17.3K | 0.26% | 55 |
|
|
2022
Q2 | $410K | Buy |
317
+6
| +2% | +$7.76K | 0.27% | 49 |
|
|
2022
Q1 | $459K | Sell |
311
-2
| -0.6% | -$2.95K | 0.4% | 34 |
|
|
2021
Q4 | $386K | Buy |
313
+142
| +83% | +$175K | 0.24% | 71 |
|
|
2021
Q3 | $204K | Buy |
+171
| New | +$204K | 0.2% | 79 |
|