Wambolt & Associates’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-238
| Closed | -$374K | – | 193 |
|
|
2024
Q3 | $374K | Sell |
238
-2
| -0.8% | -$3.15K | 0.1% | 140 |
|
|
2024
Q2 | $378K | Hold |
240
| – | – | 0.11% | 148 |
|
|
2024
Q1 | $362K | Buy |
240
+8
| +3% | +$12.1K | 0.11% | 168 |
|
|
2023
Q4 | $329K | Hold |
232
| – | – | 0.11% | 194 |
|
|
2023
Q3 | $339K | Sell |
232
-13
| -5% | -$19K | 0.12% | 194 |
|
|
2023
Q2 | $339K | Sell |
245
-27
| -10% | -$37.3K | 0.12% | 194 |
|
|
2023
Q1 | $353K | Buy |
272
+4
| +1% | +$5.19K | 0.13% | 195 |
|
|
2022
Q4 | $353K | Sell |
268
-6
| -2% | -$7.91K | 0.14% | 183 |
|
|
2022
Q3 | $297K | Hold |
274
| – | – | 0.13% | 189 |
|
|
2022
Q2 | $354K | Sell |
274
-9
| -3% | -$11.6K | 0.14% | 175 |
|
|
2022
Q1 | $423K | Sell |
283
-3
| -1% | -$4.48K | 0.15% | 166 |
|
|
2021
Q4 | $353K | Hold |
286
| – | – | 0.13% | 182 |
|
|
2021
Q3 | $344K | Sell |
286
-154
| -35% | -$185K | 0.14% | 177 |
|
|
2021
Q2 | $534K | Buy |
440
+9
| +2% | +$10.9K | 0.23% | 141 |
|
|
2021
Q1 | $499K | Buy |
431
+31
| +8% | +$35.9K | 0.26% | 129 |
|
|
2020
Q4 | $413K | Hold |
400
| – | – | 0.25% | 132 |
|
|
2020
Q3 | $389K | Buy |
400
+32
| +9% | +$31.1K | 0.29% | 120 |
|
|
2020
Q2 | $340K | Buy |
368
+3
| +0.8% | +$2.77K | 0.27% | 134 |
|
|
2020
Q1 | $339K | Sell |
365
-38
| -9% | -$35.3K | 0.35% | 101 |
|
|
2019
Q4 | $461K | Sell |
403
-10
| -2% | -$11.4K | 0.35% | 96 |
|
|
2019
Q3 | $488K | Hold |
413
| – | – | 0.4% | 84 |
|
|
2019
Q2 | $450K | Buy |
413
+72
| +21% | +$78.5K | 0.38% | 80 |
|
|
2019
Q1 | $334K | Buy |
341
+69
| +25% | +$67.6K | 0.3% | 109 |
|
|
2018
Q4 | $282K | Buy |
+272
| New | +$282K | 0.31% | 109 |
|