Capital Asset Advisory Services’s Markel Group MKL Stock Holding History

Capital Asset Advisory Services’s Portfolio MKL Stock Details MKL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$336K	Hold
2025 Q2	$351K	Sell
2025 Q1	$342K	Sell
2024 Q4	$315K	Hold
2024 Q3	$287K	Hold
2024 Q2	$286K	Hold
2024 Q1	$278K	Buy
2021 Q1	–	Sell
2020 Q4	$7K	Buy