Waypoint Wealth Counsel’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
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|
2025
Q4 | $378K | Sell |
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|
2025
Q3 | $342K | Buy |
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|
2025
Q2 | $338K | Buy |
|
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|
2025
Q1 | $314K | Buy |
|
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|
2024
Q4 | $288K | Hold |
|
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|
2024
Q3 | $262K | Buy |
|
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|
2024
Q2 | $262K | Hold |
|
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $300K | Hold |
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|
2023
Q3 | $311K | Sell |
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|
2023
Q2 | $336K | Sell |
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $372K | Buy |
|