Windsor Financial Group’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $8.15M | Sell |
8,354
-160
| -2% | -$156K | 3.81% | 3 |
|
|
2017
Q1 | $8.31M | Sell |
8,514
-340
| -4% | -$332K | 3.81% | 3 |
|
|
2016
Q4 | $8.01M | Buy |
8,854
+2,400
| +37% | +$2.17M | 3.79% | 3 |
|
|
2016
Q3 | $5.99M | Sell |
6,454
-95
| -1% | -$88.2K | 2.81% | 7 |
|
|
2016
Q2 | $6.24M | Sell |
6,549
-2,574
| -28% | -$2.45M | 2.85% | 5 |
|
|
2016
Q1 | $8.13M | Buy |
9,123
+263
| +3% | +$234K | 3.72% | 2 |
|
|
2015
Q4 | $7.83M | Sell |
8,860
-343
| -4% | -$303K | 3.81% | 2 |
|
|
2015
Q3 | $7.38M | Sell |
9,203
-240
| -3% | -$192K | 3.55% | 2 |
|
|
2015
Q2 | $7.56M | Buy |
9,443
+238
| +3% | +$191K | 3.26% | 2 |
|
|
2015
Q1 | $7.08M | Buy |
9,205
+545
| +6% | +$419K | 3.17% | 2 |
|
|
2014
Q4 | $5.91M | Buy |
8,660
+340
| +4% | +$232K | 2.81% | 3 |
|
|
2014
Q3 | $5.29M | Buy |
8,320
+50
| +0.6% | +$31.8K | 2.54% | 9 |
|
|
2014
Q2 | $5.42M | Buy |
8,270
+230
| +3% | +$151K | 2.65% | 5 |
|
|
2014
Q1 | $4.79M | Buy |
8,040
+245
| +3% | +$146K | 2.43% | 11 |
|
|
2013
Q4 | $4.52M | Buy |
+7,795
| New | +$4.52M | 2.51% | 11 |
|