Tradition 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
Q1 | – | Sell |
-74
| Closed | -$105K | – | 872 |
|
|
2023
Q4 | $105K | Hold |
74
| – | – | 0.01% | 457 |
|
|
2023
Q3 | $109K | Hold |
74
| – | – | 0.01% | 422 |
|
|
2023
Q2 | $102K | Hold |
74
| – | – | 0.01% | 454 |
|
|
2023
Q1 | $95K | Hold |
74
| – | – | 0.01% | 457 |
|
|
2022
Q4 | $97K | Hold |
74
| – | – | 0.01% | 385 |
|
|
2022
Q3 | $80K | Buy |
74
+50
| +208% | +$54.1K | 0.01% | 401 |
|
|
2022
Q2 | $31K | Hold |
24
| – | – | ﹤0.01% | 564 |
|
|
2022
Q1 | $35K | Hold |
24
| – | – | ﹤0.01% | 591 |
|
|
2021
Q4 | $30K | Hold |
24
| – | – | ﹤0.01% | 647 |
|
|
2021
Q3 | $29K | Hold |
24
| – | – | ﹤0.01% | 647 |
|
|
2021
Q2 | $28K | Sell |
24
-1
| -4% | -$1.17K | ﹤0.01% | 678 |
|
|
2021
Q1 | $28K | Hold |
25
| – | – | ﹤0.01% | 561 |
|
|
2020
Q4 | $26K | Buy |
+25
| New | +$26K | 0.01% | 533 |
|