WR Wealth Planners’s Markel Group MKL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$19K Hold
11
0.01% 473
2024
Q3
$17.3K Hold
11
﹤0.01% 521
2024
Q2
$17.3K Buy
11
+8
+267% +$12.6K 0.01% 468
2024
Q1
$4.56K Buy
+3
New +$4.56K ﹤0.01% 737