Symmetry Partners’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 |
-176
| Closed | -$277K | – | 343 |
|
|
2024
Q2 | $277K | Sell |
176
-37
| -17% | -$58.2K | 0.01% | 427 |
|
|
2024
Q1 | $324K | Hold |
213
| – | – | 0.03% | 400 |
|
|
2023
Q4 | $301K | Hold |
213
| – | – | 0.02% | 397 |
|
|
2023
Q3 | $314K | Sell |
213
-37
| -15% | -$54.5K | 0.02% | 421 |
|
|
2023
Q2 | $346K | Hold |
250
| – | – | 0.02% | 432 |
|
|
2023
Q1 | $319K | Hold |
250
| – | – | 0.02% | 437 |
|
|
2022
Q4 | $329K | Hold |
250
| – | – | 0.02% | 444 |
|
|
2022
Q3 | $271K | Hold |
250
| – | – | 0.02% | 472 |
|
|
2022
Q2 | $323K | Hold |
250
| – | – | 0.02% | 442 |
|
|
2022
Q1 | $369K | Hold |
250
| – | – | 0.02% | 458 |
|
|
2021
Q4 | $309K | Hold |
250
| – | – | 0.02% | 523 |
|
|
2021
Q3 | $307K | Hold |
250
| – | – | 0.02% | 546 |
|
|
2021
Q2 | $297K | Hold |
250
| – | – | 0.02% | 571 |
|
|
2021
Q1 | $285K | Hold |
250
| – | – | 0.02% | 567 |
|
|
2020
Q4 | $258K | Hold |
250
| – | – | 0.02% | 549 |
|
|
2020
Q3 | $243K | Buy |
+250
| New | +$243K | 0.02% | 535 |
|