Capital Asset Advisory Services’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
176
-6
| -3% | -$12K | 0.02% | 211 |
|
|
2025
Q1 | $342K | Sell |
182
-2
| -1% | -$3.76K | 0.02% | 206 |
|
|
2024
Q4 | $315K | Hold |
184
| – | – | 0.02% | 243 |
|
|
2024
Q3 | $287K | Hold |
184
| – | – | 0.01% | 256 |
|
|
2024
Q2 | $286K | Hold |
184
| – | – | 0.02% | 256 |
|
|
2024
Q1 | $278K | Buy |
+184
| New | +$278K | 0.02% | 255 |
|
|
2021
Q1 | – | Sell |
-7
| Closed | -$7K | – | 1164 |
|
|
2020
Q4 | $7K | Buy |
+7
| New | +$7K | ﹤0.01% | 1181 |
|