Wealth Enhancement Advisory Services’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 | $8.62M | Buy |
4,307
+15
| +0.3% | +$30K | 0.01% | 685 |
|
|
2025
Q1 | $8.02M | Buy |
4,292
+44
| +1% | +$82.3K | 0.02% | 656 |
|
|
2024
Q4 | $7.33M | Buy |
4,248
+196
| +5% | +$338K | 0.01% | 664 |
|
|
2024
Q3 | $6.36M | Buy |
4,052
+53
| +1% | +$83.1K | 0.01% | 654 |
|
|
2024
Q2 | $6.3M | Sell |
3,999
-14
| -0.3% | -$22.1K | 0.02% | 624 |
|
|
2024
Q1 | $6.11M | Buy |
4,013
+11
| +0.3% | +$16.7K | 0.02% | 615 |
|
|
2023
Q4 | $5.68M | Sell |
4,002
-508
| -11% | -$721K | 0.02% | 576 |
|
|
2023
Q3 | $6.64M | Buy |
4,510
+3,937
| +687% | +$5.8M | 0.02% | 504 |
|
|
2023
Q2 | $793K | Buy |
573
+102
| +22% | +$141K | 0.01% | 294 |
|
|
2023
Q1 | $602K | Buy |
+471
| New | +$602K | 0.01% | 370 |
|
|
2022
Q4 | – | Sell |
-3,483
| Closed | -$4.01M | – | 352 |
|
|
2022
Q3 | $4.01M | Buy |
+3,483
| New | +$4.01M | 0.06% | 129 |
|
|
2022
Q2 | – | Sell |
-2,739
| Closed | -$4.04M | – | 359 |
|
|
2022
Q1 | $4.04M | Buy |
2,739
+73
| +3% | +$108K | 0.05% | 148 |
|
|
2021
Q4 | $3.29M | Sell |
2,666
-2,645
| -50% | -$3.26M | 0.05% | 143 |
|
|
2021
Q3 | $7.04M | Buy |
+5,311
| New | +$7.04M | 0.1% | 92 |
|