WP
WMS Partners’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-697
| Closed | -$1.2M | – | 171 |
|
|
2024
Q4 | $1.2M | Buy |
697
+39
| +6% | +$67.3K | 0.07% | 110 |
|
|
2024
Q3 | $1.03M | Buy |
+658
| New | +$1.03M | 0.06% | 118 |
|
|
2022
Q2 | – | Sell |
-142
| Closed | -$209K | – | 276 |
|
|
2022
Q1 | $209K | Sell |
142
-518
| -78% | -$762K | 0.03% | 242 |
|
|
2021
Q4 | $814K | Buy |
660
+135
| +26% | +$167K | 0.17% | 86 |
|
|
2021
Q3 | $627K | Buy |
525
+139
| +36% | +$166K | 0.09% | 123 |
|
|
2021
Q2 | $458K | Hold |
386
| – | – | 0.07% | 148 |
|
|
2021
Q1 | $440K | Buy |
386
+28
| +8% | +$31.9K | 0.1% | 131 |
|
|
2020
Q4 | $370K | Sell |
358
-12
| -3% | -$12.4K | 0.06% | 159 |
|
|
2020
Q3 | $360K | Sell |
370
-7
| -2% | -$6.81K | 0.07% | 151 |
|
|
2020
Q2 | $348K | Sell |
377
-44
| -10% | -$40.6K | 0.07% | 145 |
|
|
2020
Q1 | $391K | Hold |
421
| – | – | 0.11% | 109 |
|
|
2019
Q4 | $481K | Buy |
421
+36
| +9% | +$41.1K | 0.11% | 120 |
|
|
2019
Q3 | $455K | Buy |
385
+87
| +29% | +$103K | 0.11% | 125 |
|
|
2019
Q2 | $325K | Buy |
298
+40
| +16% | +$43.6K | 0.08% | 152 |
|
|
2019
Q1 | $257K | Buy |
258
+63
| +32% | +$62.8K | 0.06% | 162 |
|
|
2018
Q4 | $202K | Hold |
195
| – | – | 0.06% | 172 |
|
|
2018
Q3 | $232K | Sell |
195
-21
| -10% | -$25K | 0.03% | 192 |
|
|
2018
Q2 | $234K | Hold |
216
| – | – | 0.03% | 188 |
|
|
2018
Q1 | $253K | Hold |
216
| – | – | 0.03% | 183 |
|
|
2017
Q4 | $246K | Buy |
+216
| New | +$246K | 0.03% | 203 |
|
|
2016
Q3 | – | Sell |
-500
| Closed | -$476K | – | 204 |
|
|
2016
Q2 | $476K | Buy |
+500
| New | +$476K | 0.07% | 114 |
|
|
2015
Q3 | – | Sell |
-3,449
| Closed | -$2.76M | – | 237 |
|
|
2015
Q2 | $2.76M | Sell |
3,449
-15
| -0.4% | -$12K | 0.32% | 66 |
|
|
2015
Q1 | $2.66M | Buy |
+3,464
| New | +$2.66M | 0.33% | 62 |
|
|
2014
Q4 | – | Sell |
-1,866
| Closed | -$1.19M | – | 234 |
|
|
2014
Q3 | $1.19M | Sell |
1,866
-40
| -2% | -$25.4K | 0.19% | 77 |
|
|
2014
Q2 | $1.25M | Buy |
1,906
+264
| +16% | +$173K | 0.19% | 74 |
|
|
2014
Q1 | $978K | Buy |
1,642
+432
| +36% | +$257K | 0.16% | 88 |
|
|
2013
Q4 | $702K | Hold |
1,210
| – | – | 0.12% | 97 |
|
|
2013
Q3 | $627K | Buy |
1,210
+140
| +13% | +$72.5K | 0.12% | 92 |
|
|
2013
Q2 | $564K | Buy |
+1,070
| New | +$564K | 0.1% | 105 |
|