Guardian Wealth Advisors (North Carolina)’s Markel Group MKL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q3	$497K	Sell
2025 Q2	$575K	Hold
2025 Q1	$538K	Hold
2024 Q4	$497K	Buy
2024 Q3	$216K	Hold
2024 Q2	$217K	Hold
2024 Q1	$210K	Buy
2023 Q4	–	Sell
2023 Q3	$203K	Buy