CIA
Compass Ion Advisors’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Hold |
765
| – | – | 0.17% | 71 |
|
|
2025
Q1 | $1.43M | Sell |
765
-19
| -2% | -$35.5K | 0.17% | 74 |
|
|
2024
Q4 | $1.35M | Hold |
784
| – | – | 0.16% | 78 |
|
|
2024
Q3 | $1.23M | Buy |
784
+6
| +0.8% | +$9.41K | 0.15% | 83 |
|
|
2024
Q2 | $1.18M | Hold |
778
| – | – | 0.17% | 71 |
|
|
2024
Q1 | $1.18M | Sell |
778
-335
| -30% | -$510K | 0.17% | 72 |
|
|
2023
Q4 | $1.58M | Hold |
1,113
| – | – | 0.25% | 60 |
|
|
2023
Q3 | $1.64M | Buy |
+1,113
| New | +$1.64M | 0.28% | 52 |
|