Simplicity Wealth’s Markel Group MKL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-189
Closed -$298K 925
2024
Q2
$298K Buy
189
+22
+13% +$34.7K 0.01% 948
2024
Q1
$254K Buy
+167
New +$254K 0.01% 981