YorkBridge Wealth Partners’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $632K | Hold |
480
| – | – | 0.16% | 110 |
|
2022
Q3 | $520K | Hold |
480
| – | – | 0.13% | 118 |
|
2022
Q2 | $621K | Hold |
480
| – | – | 0.16% | 111 |
|
2022
Q1 | $708K | Hold |
480
| – | – | 0.16% | 111 |
|
2021
Q4 | $592K | Hold |
480
| – | – | 0.13% | 122 |
|
2021
Q3 | $574K | Hold |
480
| – | – | 0.14% | 115 |
|
2021
Q2 | $570K | Hold |
480
| – | – | 0.15% | 115 |
|
2021
Q1 | $547K | Hold |
480
| – | – | 0.16% | 113 |
|
2020
Q4 | $496K | Hold |
480
| – | – | 0.17% | 104 |
|
2020
Q3 | $467K | Hold |
480
| – | – | 0.2% | 97 |
|
2020
Q2 | $443K | Hold |
480
| – | – | 0.2% | 95 |
|
2020
Q1 | $445K | Hold |
480
| – | – | 0.27% | 88 |
|
2019
Q4 | $549K | Hold |
480
| – | – | 0.25% | 95 |
|
2019
Q3 | $567K | Sell |
480
-15
| -3% | -$17.7K | 0.29% | 88 |
|
2019
Q2 | $539K | Hold |
495
| – | – | 0.24% | 90 |
|
2019
Q1 | $493K | Hold |
495
| – | – | 0.23% | 96 |
|
2018
Q4 | $514K | Hold |
495
| – | – | 0.27% | 89 |
|
2018
Q3 | $585K | Hold |
495
| – | – | 0.27% | 90 |
|
2018
Q2 | $537K | Hold |
495
| – | – | 0.24% | 94 |
|
2018
Q1 | $571K | Hold |
495
| – | – | 0.26% | 88 |
|
2017
Q4 | $538K | Hold |
495
| – | – | 0.26% | 90 |
|
2017
Q3 | $529K | Hold |
495
| – | – | 0.27% | 84 |
|
2017
Q2 | $491K | Hold |
495
| – | – | 0.26% | 87 |
|
2017
Q1 | $478K | Hold |
495
| – | – | 0.25% | 89 |
|
2016
Q4 | $453K | Buy |
+495
| New | +$453K | 0.27% | 89 |
|