Prestige Wealth Management Group’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
$99.9K Hold
50
0.02% 206
2025
Q1
$93.5K Hold
50
0.02% 203
2024
Q4
$86.3K Hold
50
0.02% 209
2024
Q3
$78.4K Hold
50
0.02% 216
2024
Q2
$78.8K Sell
50
-1
-2% -$1.58K 0.02% 191
2024
Q1
$77.6K Hold
51
0.02% 222
2023
Q4
$72.4K Buy
51
+1
+2% +$1.42K 0.02% 212
2023
Q3
$73.6K Hold
50
0.02% 210
2023
Q2
$69.2K Hold
50
0.02% 233
2023
Q1
$63.9K Hold
50
0.02% 222
2022
Q4
$65.9K Hold
50
0.02% 231
2022
Q3
$54K Hold
50
0.02% 224
2022
Q2
$65K Hold
50
0.02% 211
2022
Q1
$74K Hold
50
0.02% 214
2021
Q4
$62K Hold
50
0.01% 244
2021
Q3
$60K Hold
50
0.02% 238
2021
Q2
$59K Sell
50
-4
-7% -$4.72K 0.02% 234
2021
Q1
$62K Hold
54
0.02% 229
2020
Q4
$56K Sell
54
-12
-18% -$12.4K 0.02% 237
2020
Q3
$65K Hold
66
0.02% 219
2020
Q2
$61K Buy
66
+5
+8% +$4.62K 0.02% 195
2020
Q1
$56K Buy
61
+11
+22% +$10.1K 0.02% 171
2019
Q4
$57K Hold
50
0.03% 194
2019
Q3
$59K Hold
50
0.03% 188
2019
Q2
$54K Hold
50
0.03% 190
2019
Q1
$50K Sell
50
-1
-2% -$1K 0.03% 187
2018
Q4
$53K Buy
+51
New +$53K 0.04% 189