Perigon 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 | $837K | Sell |
419
-17
| -4% | -$34K | 0.02% | 521 |
|
|
2025
Q1 | $815K | Sell |
436
-25
| -5% | -$46.7K | 0.02% | 500 |
|
|
2024
Q4 | $816K | Buy |
461
+12
| +3% | +$21.2K | 0.02% | 502 |
|
|
2024
Q3 | $704K | Buy |
449
+2
| +0.4% | +$3.14K | 0.02% | 517 |
|
|
2024
Q2 | $704K | Buy |
447
+2
| +0.4% | +$3.15K | 0.02% | 454 |
|
|
2024
Q1 | $677K | Hold |
445
| – | – | 0.02% | 467 |
|
|
2023
Q4 | $632K | Sell |
445
-27
| -6% | -$38.3K | 0.02% | 436 |
|
|
2023
Q3 | $695K | Sell |
472
-13
| -3% | -$19.1K | 0.03% | 378 |
|
|
2023
Q2 | $671K | Buy |
485
+1
| +0.2% | +$1.38K | 0.03% | 388 |
|
|
2023
Q1 | $618K | Buy |
484
+52
| +12% | +$66.4K | 0.04% | 356 |
|
|
2022
Q4 | $569K | Buy |
+432
| New | +$569K | 0.04% | 364 |
|