WealthPlan Investment Management’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 | $1.13M | Sell |
565
-20
| -3% | -$39.9K | 0.08% | 170 |
|
|
2025
Q1 | $1.09M | Buy |
585
+125
| +27% | +$234K | 0.11% | 128 |
|
|
2024
Q4 | $794K | Buy |
460
+46
| +11% | +$79.4K | 0.08% | 138 |
|
|
2024
Q3 | $649K | Buy |
414
+21
| +5% | +$32.9K | 0.07% | 140 |
|
|
2024
Q2 | $619K | Buy |
393
+159
| +68% | +$251K | 0.09% | 112 |
|
|
2024
Q1 | $356K | Sell |
234
-21
| -8% | -$32K | 0.05% | 146 |
|
|
2023
Q4 | $362K | Hold |
255
| – | – | 0.06% | 142 |
|
|
2023
Q3 | $375K | Buy |
255
+143
| +128% | +$211K | 0.07% | 132 |
|
|
2023
Q2 | $155K | Sell |
112
-143
| -56% | -$198K | 0.05% | 137 |
|
|
2023
Q1 | $326K | Sell |
255
-20
| -7% | -$25.5K | 0.06% | 135 |
|
|
2022
Q4 | $376K | Sell |
275
-5
| -2% | -$6.84K | 0.03% | 286 |
|
|
2022
Q3 | $362K | Buy |
+280
| New | +$362K | 0.03% | 281 |
|
|
2022
Q1 | $391K | Buy |
+289
| New | +$391K | 0.03% | 279 |
|