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Wellington Shields & Co’s Markel Group MKL Stock Holding History

Wellington Shields & Co’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$310K Buy
155
+5
+3% +$9.99K 0.09% 175
2025
Q1 		$280K Buy
150
+5
+3% +$9.35K 0.09% 180
2024
Q4 		$250K Buy
145
+6
+4% +$10.4K 0.08% 185
2024
Q3 		$218K Buy
139
+3
+2% +$4.71K 0.07% 213
2024
Q2 		$214K Buy
+136
New +$214K 0.07% 201