TWA
TCI Wealth Advisors’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1
| Closed | -$1.28K | – | 1405 |
|
|
2023
Q1 | $1.28K | Hold |
1
| – | – | ﹤0.01% | 2067 |
|
|
2022
Q4 | $1.32K | Buy |
+1
| New | +$1.32K | ﹤0.01% | 2065 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$10K | – | 2461 |
|
|
2022
Q2 | $10K | Buy |
+8
| New | +$10K | ﹤0.01% | 1017 |
|
|
2021
Q1 | – | Sell |
-4
| Closed | -$4K | – | 2185 |
|
|
2020
Q4 | $4K | Buy |
+4
| New | +$4K | ﹤0.01% | 961 |
|
|
2020
Q2 | – | Sell |
-32
| Closed | -$30K | – | 1573 |
|
|
2020
Q1 | $30K | Sell |
32
-32
| -50% | -$30K | 0.01% | 385 |
|
|
2019
Q4 | $73K | Buy |
64
+32
| +100% | +$36.5K | 0.03% | 305 |
|
|
2019
Q3 | $38K | Hold |
32
| – | – | 0.02% | 367 |
|
|
2019
Q2 | $35K | Hold |
32
| – | – | 0.02% | 368 |
|
|
2019
Q1 | $32K | Hold |
32
| – | – | 0.01% | 416 |
|
|
2018
Q4 | $33K | Hold |
32
| – | – | 0.02% | 375 |
|
|
2018
Q3 | $38K | Hold |
32
| – | – | 0.02% | 376 |
|
|
2018
Q2 | $35K | Hold |
32
| – | – | 0.02% | 384 |
|
|
2018
Q1 | $37K | Hold |
32
| – | – | 0.02% | 371 |
|
|
2017
Q4 | $36K | Hold |
32
| – | – | 0.02% | 390 |
|
|
2017
Q3 | $34K | Hold |
32
| – | – | 0.02% | 376 |
|
|
2017
Q2 | $31K | Hold |
32
| – | – | 0.02% | 392 |
|
|
2017
Q1 | $31K | Sell |
32
-1
| -3% | -$969 | 0.02% | 372 |
|
|
2016
Q4 | $30K | Sell |
33
-32
| -49% | -$29.1K | 0.02% | 414 |
|
|
2016
Q3 | $60K | Hold |
65
| – | – | 0.03% | 284 |
|
|
2016
Q2 | $62K | Hold |
65
| – | – | 0.03% | 268 |
|
|
2016
Q1 | $58K | Buy |
65
+1
| +2% | +$892 | 0.03% | 280 |
|
|
2015
Q4 | $56K | Hold |
64
| – | – | 0.03% | 289 |
|
|
2015
Q3 | $51K | Buy |
64
+2
| +3% | +$1.59K | 0.03% | 281 |
|
|
2015
Q2 | $49K | Hold |
62
| – | – | 0.03% | 285 |
|
|
2015
Q1 | $47K | Buy |
62
+3
| +5% | +$2.27K | 0.03% | 243 |
|
|
2014
Q4 | $40K | Buy |
59
+1
| +2% | +$678 | 0.02% | 267 |
|
|
2014
Q3 | $37K | Buy |
58
+2
| +4% | +$1.28K | 0.02% | 258 |
|
|
2014
Q2 | $36K | Buy |
56
+2
| +4% | +$1.29K | 0.02% | 275 |
|
|
2014
Q1 | $32K | Buy |
54
+2
| +4% | +$1.19K | 0.02% | 272 |
|
|
2013
Q4 | $30K | Buy |
52
+1
| +2% | +$577 | 0.02% | 302 |
|
|
2013
Q3 | $26K | Buy |
51
+36
| +240% | +$18.4K | 0.02% | 265 |
|
|
2013
Q2 | $8K | Buy |
+15
| New | +$8K | 0.01% | 397 |
|