Wallace Advisory Group’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-275
| Closed | -$431K | – | 196 |
|
|
2024
Q4 | $431K | Sell |
275
-5
| -2% | -$7.84K | 0.3% | 91 |
|
|
2024
Q3 | $441K | Hold |
280
| – | – | 0.32% | 84 |
|
|
2024
Q2 | $441K | Sell |
280
-5
| -2% | -$7.88K | 0.32% | 84 |
|
|
2024
Q1 | $405K | Sell |
285
-14
| -5% | -$19.9K | 0.3% | 93 |
|
|
2023
Q4 | $440K | Sell |
299
-29
| -9% | -$42.7K | 0.34% | 74 |
|
|
2023
Q3 | $454K | Sell |
328
-16
| -5% | -$22.1K | 0.33% | 79 |
|
|
2023
Q2 | $439K | Hold |
344
| – | – | 0.33% | 84 |
|
|
2023
Q1 | $439K | Sell |
344
-2
| -0.6% | -$2.56K | 0.33% | 84 |
|
|
2022
Q4 | $456K | Buy |
+346
| New | +$456K | 0.36% | 70 |
|