Plante Moran Financial Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9
| Closed | -$12.4K | – | 841 |
|
|
2023
Q2 | $12.4K | Hold |
9
| – | – | ﹤0.01% | 520 |
|
|
2023
Q1 | $11.5K | Hold |
9
| – | – | ﹤0.01% | 544 |
|
|
2022
Q4 | $11.9K | Hold |
9
| – | – | ﹤0.01% | 554 |
|
|
2022
Q3 | $10K | Hold |
9
| – | – | ﹤0.01% | 583 |
|
|
2022
Q2 | $12K | Buy |
+9
| New | +$12.3K | ﹤0.01% | 567 |
|
|
2021
Q1 | – | Sell |
-15
| Closed | -$15K | – | 1085 |
|
|
2020
Q4 | $15K | Sell |
15
-15
| -50% | -$15K | ﹤0.01% | 576 |
|
|
2020
Q3 | $29K | Buy |
30
+15
| +100% | +$15.2K | 0.01% | 421 |
|
|
2020
Q2 | $14K | Hold |
15
| – | – | 0.01% | 488 |
|
|
2020
Q1 | $14K | Hold |
15
| – | – | 0.01% | 452 |
|
|
2019
Q4 | $17K | Hold |
15
| – | – | 0.01% | 487 |
|
|
2019
Q3 | $18K | Sell |
15
-24
| -62% | -$27.3K | 0.01% | 518 |
|
|
2019
Q2 | $42K | Hold |
39
| – | – | 0.01% | 370 |
|
|
2019
Q1 | $39K | Hold |
39
| – | – | 0.01% | 381 |
|
|
2018
Q4 | $40K | Buy |
39
+15
| +63% | +$16.4K | 0.01% | 334 |
|
|
2018
Q3 | $29K | Hold |
24
| – | – | 0.01% | 388 |
|
|
2018
Q2 | $26K | Hold |
24
| – | – | 0.01% | 441 |
|
|
2018
Q1 | $28K | Hold |
24
| – | – | 0.02% | 447 |
|
|
2017
Q4 | $27K | Hold |
24
| – | – | 0.02% | 454 |
|
|
2017
Q3 | $26K | Hold |
24
| – | – | 0.02% | 428 |
|
|
2017
Q2 | $23K | Hold |
24
| – | – | 0.01% | 450 |
|
|
2017
Q1 | $23K | Hold |
24
| – | – | 0.01% | 454 |
|
|
2016
Q4 | $22K | Sell |
24
-100
| -81% | -$89.2K | 0.01% | 470 |
|
|
2016
Q3 | $115K | Hold |
124
| – | – | 0.08% | 182 |
|
|
2016
Q2 | $118K | Buy |
124
+100
| +417% | +$93.1K | 0.09% | 164 |
|
|
2016
Q1 | $21K | Hold |
24
| – | – | 0.02% | 377 |
|
|
2015
Q4 | $21K | Buy |
+24
| New | +$20.9K | 0.02% | 442 |
|
Other funds holding MKL
DC
DSA
