Smith Salley 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 | $18.7M | Buy |
9,343
+165
| +2% | +$330K | 1.08% | 29 |
|
|
2025
Q1 | $17.2M | Buy |
9,178
+54
| +0.6% | +$101K | 1.12% | 29 |
|
|
2024
Q4 | $15.8M | Buy |
9,124
+69
| +0.8% | +$119K | 1.01% | 35 |
|
|
2024
Q3 | $14.2M | Buy |
9,055
+200
| +2% | +$314K | 0.93% | 35 |
|
|
2024
Q2 | $14M | Buy |
8,855
+541
| +7% | +$852K | 1% | 35 |
|
|
2024
Q1 | $12.6M | Buy |
8,314
+563
| +7% | +$857K | 0.98% | 38 |
|
|
2023
Q4 | $11M | Buy |
7,751
+310
| +4% | +$440K | 0.71% | 46 |
|
|
2023
Q3 | $11M | Sell |
7,441
-2,726
| -27% | -$4.01M | 0.81% | 41 |
|
|
2023
Q2 | $14.1M | Buy |
10,167
+7
| +0.1% | +$9.68K | 1.04% | 35 |
|
|
2023
Q1 | $13M | Buy |
10,160
+244
| +2% | +$312K | 1.03% | 35 |
|
|
2022
Q4 | $13.1M | Buy |
9,916
+65
| +0.7% | +$85.6K | 1.12% | 33 |
|
|
2022
Q3 | $10.7M | Buy |
9,851
+43
| +0.4% | +$46.6K | 0.99% | 36 |
|
|
2022
Q2 | $12.7M | Buy |
9,808
+380
| +4% | +$491K | 1.1% | 34 |
|
|
2022
Q1 | $13.9M | Buy |
9,428
+109
| +1% | +$161K | 1.05% | 36 |
|
|
2021
Q4 | $11.5M | Buy |
9,319
+166
| +2% | +$205K | 0.81% | 41 |
|
|
2021
Q3 | $10.9M | Buy |
9,153
+99
| +1% | +$118K | 0.86% | 39 |
|
|
2021
Q2 | $10.7M | Buy |
9,054
+191
| +2% | +$227K | 0.87% | 40 |
|
|
2021
Q1 | $10.1M | Buy |
8,863
+618
| +7% | +$704K | 0.91% | 41 |
|
|
2020
Q4 | $8.52M | Buy |
8,245
+2,746
| +50% | +$2.84M | 0.86% | 40 |
|
|
2020
Q3 | $5.36M | Buy |
5,499
+42
| +0.8% | +$40.9K | 0.65% | 49 |
|
|
2020
Q2 | $5.04M | Buy |
5,457
+295
| +6% | +$272K | 0.67% | 44 |
|
|
2020
Q1 | $4.79M | Buy |
5,162
+1,672
| +48% | +$1.55M | 0.8% | 40 |
|
|
2019
Q4 | $3.99M | Buy |
3,490
+78
| +2% | +$89.2K | 0.53% | 59 |
|
|
2019
Q3 | $4.03M | Buy |
3,412
+133
| +4% | +$157K | 0.57% | 58 |
|
|
2019
Q2 | $3.57M | Buy |
3,279
+132
| +4% | +$144K | 0.54% | 58 |
|
|
2019
Q1 | $3.14M | Buy |
3,147
+466
| +17% | +$464K | 0.5% | 63 |
|
|
2018
Q4 | $2.78M | Sell |
2,681
-350
| -12% | -$363K | 0.51% | 65 |
|
|
2018
Q3 | $3.6M | Buy |
3,031
+84
| +3% | +$99.8K | 0.57% | 60 |
|
|
2018
Q2 | $3.2M | Buy |
+2,947
| New | +$3.2M | 0.55% | 62 |
|