Wilbanks Smith & Thomas Asset Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $688K | Hold |
452
| – | – | 0.02% | 290 |
|
|
2023
Q4 | $642K | Hold |
452
| – | – | 0.02% | 298 |
|
|
2023
Q3 | $666K | Hold |
452
| – | – | 0.02% | 270 |
|
|
2023
Q2 | $625K | Hold |
452
| – | – | 0.02% | 275 |
|
|
2023
Q1 | $577K | Buy |
452
+55
| +14% | +$70.3K | 0.02% | 285 |
|
|
2022
Q4 | $523K | Buy |
397
+6
| +2% | +$7.91K | 0.02% | 301 |
|
|
2022
Q3 | $424K | Buy |
391
+164
| +72% | +$178K | 0.02% | 307 |
|
|
2022
Q2 | $294K | Buy |
+227
| New | +$294K | 0.01% | 381 |
|
|
2020
Q3 | – | Sell |
-420
| Closed | -$388K | – | 397 |
|
|
2020
Q2 | $388K | Buy |
420
+6
| +1% | +$5.54K | 0.02% | 270 |
|
|
2020
Q1 | $384K | Sell |
414
-161
| -28% | -$149K | 0.03% | 250 |
|
|
2019
Q4 | $657K | Buy |
575
+24
| +4% | +$27.4K | 0.04% | 214 |
|
|
2019
Q3 | $651K | Buy |
551
+43
| +8% | +$50.8K | 0.04% | 194 |
|
|
2019
Q2 | $554K | Buy |
+508
| New | +$554K | 0.04% | 221 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$208K | – | 417 |
|
|
2018
Q4 | $208K | Buy |
200
+14
| +8% | +$14.6K | 0.01% | 327 |
|
|
2018
Q3 | $221K | Sell |
186
-3
| -2% | -$3.57K | 0.01% | 372 |
|
|
2018
Q2 | $205K | Sell |
189
-4
| -2% | -$4.34K | 0.02% | 332 |
|
|
2018
Q1 | $226K | Sell |
193
-41
| -18% | -$48K | 0.02% | 312 |
|
|
2017
Q4 | $267K | Hold |
234
| – | – | 0.02% | 280 |
|
|
2017
Q3 | $250K | Hold |
234
| – | – | 0.02% | 281 |
|
|
2017
Q2 | $228K | Sell |
234
-2
| -0.8% | -$1.95K | 0.02% | 287 |
|
|
2017
Q1 | $230K | Buy |
236
+10
| +4% | +$9.75K | 0.02% | 282 |
|
|
2016
Q4 | $204K | Hold |
226
| – | – | 0.02% | 286 |
|
|
2016
Q3 | $210K | Hold |
226
| – | – | 0.02% | 265 |
|
|
2016
Q2 | $215K | Buy |
+226
| New | +$215K | 0.02% | 264 |
|