Pathstone Family Office’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.09M | Buy |
2,096
+235
| +13% | +$346K | 0.02% | 378 |
|
|
2023
Q2 | $2.57M | Buy |
1,861
+365
| +24% | +$505K | 0.04% | 272 |
|
|
2023
Q1 | $1.91M | Sell |
1,496
-1,538
| -51% | -$1.96M | 0.03% | 293 |
|
|
2022
Q4 | $3.98M | Buy |
3,034
+74
| +3% | +$97.1K | 0.03% | 324 |
|
|
2022
Q3 | $3.21M | Buy |
+2,960
| New | +$3.21M | 0.03% | 313 |
|
|
2019
Q2 | – | Sell |
-12
| Closed | -$12K | – | 788 |
|
|
2019
Q1 | $12K | Buy |
+12
| New | +$12K | ﹤0.01% | 492 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$53K | – | 387 |
|
|
2013
Q2 | $53K | Buy |
+100
| New | +$53K | 0.06% | 100 |
|