Taylor Hoffman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $504K | Hold |
320
| – | – | 0.21% | 71 |
|
|
2024
Q1 | $487K | Sell |
320
-24
| -7% | -$36.5K | 0.21% | 74 |
|
|
2023
Q4 | $488K | Hold |
344
| – | – | 0.22% | 73 |
|
|
2023
Q3 | $507K | Sell |
344
-14
| -4% | -$20.6K | 0.26% | 68 |
|
|
2023
Q2 | $495K | Buy |
358
+25
| +8% | +$34.6K | 0.25% | 71 |
|
|
2023
Q1 | $425K | Buy |
333
+21
| +7% | +$26.8K | 0.23% | 72 |
|
|
2022
Q4 | $411K | Sell |
312
-277
| -47% | -$365K | 0.25% | 71 |
|
|
2022
Q3 | $639K | Hold |
589
| – | – | 0.34% | 75 |
|
|
2022
Q2 | $779K | Sell |
589
-20
| -3% | -$26.5K | 0.38% | 75 |
|
|
2022
Q1 | $898K | Sell |
609
-83
| -12% | -$122K | 0.36% | 76 |
|
|
2021
Q4 | $854K | Sell |
692
-100
| -13% | -$123K | 0.33% | 77 |
|
|
2021
Q3 | $952K | Hold |
792
| – | – | 0.41% | 74 |
|
|
2021
Q2 | $940K | Sell |
792
-197
| -20% | -$234K | 0.41% | 72 |
|
|
2021
Q1 | $1.13M | Sell |
989
-33
| -3% | -$37.6K | 0.52% | 67 |
|
|
2020
Q4 | $1.06M | Sell |
1,022
-1
| -0.1% | -$1.03K | 0.54% | 65 |
|
|
2020
Q3 | $996K | Sell |
1,023
-943
| -48% | -$918K | 0.59% | 61 |
|
|
2020
Q2 | $1.82M | Buy |
1,966
+129
| +7% | +$119K | 1.14% | 23 |
|
|
2020
Q1 | $1.71M | Sell |
1,837
-330
| -15% | -$306K | 1.64% | 18 |
|
|
2019
Q4 | $2.48M | Sell |
2,167
-5
| -0.2% | -$5.72K | 1.6% | 14 |
|
|
2019
Q3 | $2.57M | Buy |
2,172
+88
| +4% | +$104K | 1.82% | 10 |
|
|
2019
Q2 | $2.27M | Sell |
2,084
-101
| -5% | -$110K | 1.83% | 13 |
|
|
2019
Q1 | $2.18M | Sell |
2,185
-74
| -3% | -$73.7K | 1.61% | 18 |
|
|
2018
Q4 | $2.35M | Buy |
2,259
+115
| +5% | +$119K | 2.1% | 9 |
|
|
2018
Q3 | $2.55M | Buy |
2,144
+64
| +3% | +$76.1K | 2.01% | 12 |
|
|
2018
Q2 | $2.26M | Buy |
2,080
+523
| +34% | +$567K | 1.95% | 12 |
|
|
2018
Q1 | $1.82M | Buy |
1,557
+277
| +22% | +$324K | 1.67% | 20 |
|
|
2017
Q4 | $1.46M | Buy |
+1,280
| New | +$1.46M | 1.39% | 18 |
|