Parisi Gray 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 | $1.23M | Sell |
614
-9
| -1% | -$18K | 0.35% | 55 |
|
|
2025
Q1 | $1.16M | Buy |
623
+22
| +4% | +$41.1K | 0.38% | 51 |
|
|
2024
Q4 | $1.04M | Buy |
601
+12
| +2% | +$20.7K | 0.33% | 53 |
|
|
2024
Q3 | $924K | Buy |
589
+17
| +3% | +$26.7K | 0.31% | 57 |
|
|
2024
Q2 | $901K | Buy |
572
+29
| +5% | +$45.7K | 0.32% | 54 |
|
|
2024
Q1 | $826K | Buy |
543
+2
| +0.4% | +$3.04K | 0.31% | 56 |
|
|
2023
Q4 | $768K | Buy |
541
+9
| +2% | +$12.8K | 0.31% | 56 |
|
|
2023
Q3 | $783K | Buy |
532
+22
| +4% | +$32.4K | 0.36% | 55 |
|
|
2023
Q2 | $651K | Hold |
510
| – | – | 0.3% | 61 |
|
|
2023
Q1 | $651K | Buy |
510
+17
| +3% | +$21.7K | 0.41% | 46 |
|
|
2022
Q4 | $650K | Buy |
493
+2
| +0.4% | +$2.64K | 0.32% | 60 |
|
|
2022
Q3 | $532K | Hold |
491
| – | – | 0.41% | 44 |
|
|
2022
Q2 | $635K | Hold |
491
| – | – | 0.33% | 58 |
|
|
2022
Q1 | $724K | Buy |
491
+6
| +1% | +$8.85K | 0.29% | 65 |
|
|
2021
Q4 | $598K | Buy |
485
+13
| +3% | +$16K | 0.22% | 75 |
|
|
2021
Q3 | $567K | Buy |
472
+3
| +0.6% | +$3.6K | 0.23% | 75 |
|
|
2021
Q2 | $557K | Buy |
469
+5
| +1% | +$5.94K | 0.2% | 81 |
|
|
2021
Q1 | $529K | Buy |
464
+9
| +2% | +$10.3K | 0.22% | 79 |
|
|
2020
Q4 | $470K | Buy |
455
+38
| +9% | +$39.3K | 0.21% | 82 |
|
|
2020
Q3 | $406K | Buy |
417
+32
| +8% | +$31.2K | 0.21% | 75 |
|
|
2020
Q2 | $355K | Sell |
385
-560
| -59% | -$516K | 0.2% | 80 |
|
|
2020
Q1 | $877K | Buy |
945
+51
| +6% | +$47.3K | 0.62% | 38 |
|
|
2019
Q4 | $1.02M | Buy |
894
+25
| +3% | +$28.6K | 0.58% | 43 |
|
|
2019
Q3 | $1.03M | Buy |
869
+10
| +1% | +$11.8K | 0.68% | 39 |
|
|
2019
Q2 | $936K | Buy |
859
+59
| +7% | +$64.3K | 0.64% | 41 |
|
|
2019
Q1 | $801K | Buy |
800
+10
| +1% | +$10K | 0.51% | 45 |
|
|
2018
Q4 | $802K | Buy |
790
+4
| +0.5% | +$4.06K | 0.54% | 43 |
|
|
2018
Q3 | $935K | Buy |
786
+34
| +5% | +$40.4K | 0.58% | 45 |
|
|
2018
Q2 | $836K | Buy |
752
+495
| +193% | +$550K | 0.56% | 46 |
|
|
2018
Q1 | $296K | Hold |
257
| – | – | 0.23% | 86 |
|
|
2017
Q4 | $287K | Buy |
+257
| New | +$287K | 0.21% | 89 |
|