Sterling Investment Counsel’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-267
| Closed | -$393K | – | 165 |
|
|
2023
Q3 | $393K | Hold |
267
| – | – | 0.23% | 82 |
|
|
2023
Q2 | $369K | Hold |
267
| – | – | 0.2% | 94 |
|
|
2023
Q1 | $341K | Buy |
267
+37
| +16% | +$47.3K | 0.2% | 95 |
|
|
2022
Q4 | $303K | Buy |
230
+5
| +2% | +$6.59K | 0.19% | 110 |
|
|
2022
Q3 | $244K | Buy |
225
+15
| +7% | +$16.3K | 0.18% | 115 |
|
|
2022
Q2 | $272K | Sell |
210
-2
| -0.9% | -$2.59K | 0.21% | 116 |
|
|
2022
Q1 | $313K | Buy |
212
+3
| +1% | +$4.43K | 0.21% | 109 |
|
|
2021
Q4 | $258K | Buy |
+209
| New | +$258K | 0.17% | 118 |
|