WealthPLAN Partners’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20
| Closed | -$27.7K | – | 806 |
|
|
2023
Q2 | $27.7K | Hold |
20
| – | – | ﹤0.01% | 616 |
|
|
2023
Q1 | $25.5K | Sell |
20
-255
| -93% | -$326K | ﹤0.01% | 675 |
|
|
2022
Q4 | $371K | Buy |
+275
| New | +$371K | 0.03% | 287 |
|
|
2022
Q1 | $391K | Hold |
289
| – | – | 0.03% | 279 |
|
|
2021
Q4 | $356K | Buy |
289
+20
| +7% | +$24.6K | 0.02% | 293 |
|
|
2021
Q3 | $336K | Sell |
269
-20
| -7% | -$25K | 0.02% | 298 |
|
|
2021
Q2 | $371K | Hold |
289
| – | – | 0.03% | 264 |
|
|
2021
Q1 | $342K | Sell |
289
-12
| -4% | -$14.2K | 0.03% | 260 |
|
|
2020
Q4 | $322K | Sell |
301
-9
| -3% | -$9.63K | 0.03% | 258 |
|
|
2020
Q3 | $316K | Sell |
310
-15
| -5% | -$15.3K | 0.03% | 248 |
|
|
2020
Q2 | $352K | Hold |
325
| – | – | 0.04% | 216 |
|
|
2020
Q1 | $264K | Sell |
325
-2
| -0.6% | -$1.63K | 0.03% | 210 |
|
|
2019
Q4 | $428K | Hold |
327
| – | – | 0.05% | 170 |
|
|
2019
Q3 | $371K | Hold |
327
| – | – | 0.05% | 167 |
|
|
2019
Q2 | $375K | Sell |
327
-1
| -0.3% | -$1.15K | 0.06% | 166 |
|
|
2019
Q1 | $343K | Hold |
328
| – | – | 0.05% | 187 |
|
|
2018
Q4 | $331K | Sell |
328
-23
| -7% | -$23.2K | 0.05% | 185 |
|
|
2018
Q3 | $382K | Hold |
351
| – | – | 0.07% | 169 |
|
|
2018
Q2 | $381K | Hold |
351
| – | – | 0.08% | 171 |
|
|
2018
Q1 | $411K | Buy |
351
+1
| +0.3% | +$1.17K | 0.09% | 159 |
|
|
2017
Q4 | $399K | Sell |
350
-29
| -8% | -$33.1K | 0.11% | 144 |
|
|
2017
Q3 | $405K | Sell |
379
-4
| -1% | -$4.27K | 0.11% | 126 |
|
|
2017
Q2 | $374K | Buy |
383
+334
| +682% | +$326K | 0.11% | 122 |
|
|
2017
Q1 | $47.6K | Buy |
+49
| New | +$47.6K | 0.17% | 112 |
|
|
2016
Q3 | $401K | Sell |
433
-439
| -50% | -$406K | 0.13% | 98 |
|
|
2016
Q2 | $416K | Buy |
+872
| New | +$416K | 0.05% | 230 |
|
|
2015
Q4 | $430K | Buy |
+1,458
| New | +$430K | 0.07% | 173 |
|
|
2015
Q2 | $416K | Hold |
519
| – | – | 0.18% | 68 |
|
|
2015
Q1 | $398K | Buy |
+519
| New | +$398K | 0.19% | 80 |
|