Capital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-145
| Closed | -$221K | – | 988 |
|
|
2024
Q1 | $221K | Sell |
145
-25
| -15% | -$38K | 0.02% | 463 |
|
|
2023
Q4 | $241K | Hold |
170
| – | – | 0.02% | 439 |
|
|
2023
Q3 | $250K | Hold |
170
| – | – | 0.02% | 406 |
|
|
2023
Q2 | $235K | Hold |
170
| – | – | 0.02% | 424 |
|
|
2023
Q1 | $217K | Hold |
170
| – | – | 0.03% | 438 |
|
|
2022
Q4 | $224K | Buy |
+170
| New | +$224K | 0.03% | 432 |
|
|
2022
Q3 | – | Sell |
-170
| Closed | -$220K | – | 841 |
|
|
2022
Q2 | $220K | Hold |
170
| – | – | 0.03% | 426 |
|
|
2022
Q1 | $251K | Buy |
+170
| New | +$251K | 0.03% | 425 |
|
|
2019
Q4 | – | Sell |
-98
| Closed | -$116K | – | 977 |
|
|
2019
Q3 | $116K | Hold |
98
| – | – | 0.03% | 358 |
|
|
2019
Q2 | $106K | Buy |
98
+85
| +654% | +$91.9K | 0.03% | 376 |
|
|
2019
Q1 | $13K | Hold |
13
| – | – | ﹤0.01% | 785 |
|
|
2018
Q4 | $13K | Buy |
+13
| New | +$13K | 0.01% | 748 |
|