United Capital Financial Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-317
| Closed | -$438K | – | 876 |
|
|
2023
Q2 | $438K | Sell |
317
-413
| -57% | -$571K | ﹤0.01% | 695 |
|
|
2023
Q1 | $933K | Buy |
730
+221
| +43% | +$282K | 0.01% | 595 |
|
|
2022
Q4 | $671K | Buy |
509
+62
| +14% | +$81.7K | ﹤0.01% | 706 |
|
|
2022
Q3 | $485K | Buy |
447
+3
| +0.7% | +$3.26K | ﹤0.01% | 770 |
|
|
2022
Q2 | $574K | Buy |
444
+14
| +3% | +$18.1K | ﹤0.01% | 763 |
|
|
2022
Q1 | $634K | Sell |
430
-28
| -6% | -$41.3K | ﹤0.01% | 779 |
|
|
2021
Q4 | $565K | Sell |
458
-117
| -20% | -$144K | ﹤0.01% | 824 |
|
|
2021
Q3 | $687K | Buy |
575
+67
| +13% | +$80.1K | ﹤0.01% | 774 |
|
|
2021
Q2 | $603K | Buy |
508
+103
| +25% | +$122K | ﹤0.01% | 819 |
|
|
2021
Q1 | $462K | Buy |
405
+10
| +3% | +$11.4K | ﹤0.01% | 863 |
|
|
2020
Q4 | $408K | Buy |
395
+54
| +16% | +$55.8K | ﹤0.01% | 901 |
|
|
2020
Q3 | $332K | Sell |
341
-50
| -13% | -$48.7K | ﹤0.01% | 927 |
|
|
2020
Q2 | $361K | Sell |
391
-140
| -26% | -$129K | ﹤0.01% | 956 |
|
|
2020
Q1 | $493K | Sell |
531
-7
| -1% | -$6.5K | ﹤0.01% | 822 |
|
|
2019
Q4 | $615K | Buy |
538
+33
| +7% | +$37.7K | ﹤0.01% | 925 |
|
|
2019
Q3 | $597K | Sell |
505
-214
| -30% | -$253K | ﹤0.01% | 894 |
|
|
2019
Q2 | $783K | Buy |
719
+80
| +13% | +$87.1K | 0.01% | 884 |
|
|
2019
Q1 | $637K | Buy |
639
+270
| +73% | +$269K | ﹤0.01% | 904 |
|
|
2018
Q4 | $375K | Hold |
369
| – | – | ﹤0.01% | 997 |
|
|
2018
Q3 | $439K | Sell |
369
-2
| -0.5% | -$2.38K | ﹤0.01% | 994 |
|
|
2018
Q2 | $402K | Sell |
371
-272
| -42% | -$295K | ﹤0.01% | 994 |
|
|
2018
Q1 | $752K | Sell |
643
-3
| -0.5% | -$3.51K | 0.01% | 844 |
|
|
2017
Q4 | $728K | Sell |
646
-79
| -11% | -$89K | 0.01% | 863 |
|
|
2017
Q3 | $774K | Hold |
725
| – | – | 0.01% | 837 |
|
|
2017
Q2 | $707K | Hold |
725
| – | – | 0.01% | 847 |
|
|
2017
Q1 | $707K | Sell |
725
-15
| -2% | -$14.6K | 0.01% | 833 |
|
|
2016
Q4 | $669K | Sell |
740
-25
| -3% | -$22.6K | 0.01% | 858 |
|
|
2016
Q3 | $711K | Sell |
765
-18
| -2% | -$16.7K | 0.01% | 866 |
|
|
2016
Q2 | $746K | Hold |
783
| – | – | 0.01% | 817 |
|
|
2016
Q1 | $698K | Buy |
783
+54
| +7% | +$48.1K | 0.01% | 789 |
|
|
2015
Q4 | $644K | Buy |
729
+92
| +14% | +$81.3K | 0.01% | 820 |
|
|
2015
Q3 | $511K | Buy |
637
+66
| +12% | +$52.9K | 0.01% | 889 |
|
|
2015
Q2 | $457K | Buy |
+571
| New | +$457K | 0.01% | 952 |
|