Compass Ion Advisors’s Markel Group MKL Stock Holding History

Compass Ion Advisors’s Portfolio MKL Stock Details MKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.53M	Hold
2025 Q1	$1.43M	Sell
2024 Q4	$1.35M	Hold
2024 Q3	$1.23M	Buy
2024 Q2	$1.18M	Hold
2024 Q1	$1.18M	Sell
2023 Q4	$1.58M	Hold
2023 Q3	$1.64M	Buy