Waypoint Wealth Counsel’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 | $338K | Buy |
169
+1
| +0.6% | +$2K | 0.17% | 95 |
|
|
2025
Q1 | $314K | Buy |
168
+1
| +0.6% | +$1.87K | 0.2% | 73 |
|
|
2024
Q4 | $288K | Hold |
167
| – | – | 0.19% | 75 |
|
|
2024
Q3 | $262K | Buy |
167
+1
| +0.6% | +$1.57K | 0.18% | 82 |
|
|
2024
Q2 | $262K | Hold |
166
| – | – | 0.2% | 71 |
|
|
2024
Q1 | $253K | Sell |
166
-45
| -21% | -$68.5K | 0.19% | 83 |
|
|
2023
Q4 | $300K | Hold |
211
| – | – | 0.26% | 68 |
|
|
2023
Q3 | $311K | Sell |
211
-32
| -13% | -$47.1K | 0.29% | 55 |
|
|
2023
Q2 | $336K | Sell |
243
-2
| -0.8% | -$2.77K | 0.3% | 57 |
|
|
2023
Q1 | $313K | Sell |
245
-37
| -13% | -$47.3K | 0.24% | 64 |
|
|
2022
Q4 | $372K | Buy |
+282
| New | +$372K | 0.3% | 62 |
|