WealthPlan Investment Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.14M | Buy |
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|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $794K | Buy |
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|
2024
Q3 | $649K | Buy |
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|
2024
Q2 | $619K | Buy |
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|
2024
Q1 | $356K | Sell |
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|
2023
Q4 | $362K | Hold |
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|
2023
Q3 | $375K | Buy |
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|
2023
Q2 | $155K | Sell |
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|
2023
Q1 | $326K | Sell |
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|
2022
Q4 | $376K | Sell |
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|
2022
Q3 | $362K | Buy |
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|
2022
Q1 | $391K | Buy |
|