True Wealth Design’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Hold |
11
| – | – | 0.01% | 365 |
|
|
2025
Q1 | $20.6K | Buy |
11
+1
| +10% | +$1.87K | 0.01% | 336 |
|
|
2024
Q4 | $17.3K | Hold |
10
| – | – | 0.01% | 339 |
|
|
2024
Q3 | $15.7K | Buy |
+10
| New | +$15.7K | 0.01% | 356 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | -$2.56K | – | 840 |
|
|
2023
Q1 | $2.56K | Buy |
+2
| New | +$2.56K | ﹤0.01% | 320 |
|