HERITAGE WEALTH ADVISORS – Markel Corporation Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$20.89M
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-16.16%
quarter
Markel Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -4.02M | $1,084.22 | 19.27K | |
| Q2 2022 | share | Decrease | -0.40% | -78 shares | -3.62M | $1,293.25 | 19.27K |
| Q1 2022 | share | Decrease | -9.32% | -1.98K shares | 2.21M | $1,475.24 | 19.34K |
| Q4 2021 | share | Increase | +42.67% | 6.38K shares | 8.45M | $1,230.46 | 21.33K |
| Q3 2021 | share | Decrease | -3.54% | -549 shares | -525.57K | $1,195.13 | 14.95K |
| Q2 2021 | share | Decrease | -2.86% | -457 shares | 209.32K | $1,186.71 | 15.50K |
| Q1 2021 | share | Decrease | -0.11% | -17 shares | 1.67M | $1,139.62 | 15.96K |
| Q4 2020 | share | Increase | +9.06% | 1.32K shares | 2.24M | $1,033.3 | 15.97K |
| Q3 2020 | share | Decrease | -1.36% | -202 shares | 553.88K | $973.7 | 14.65K |
| Q2 2020 | share | Increase | +7.44% | 1.02K shares | 884.68K | $923.17 | 14.85K |
| Q1 2020 | share | Decrease | -3.32% | -475 shares | -3.51M | $927.89 | 13.82K |
| Q4 2019 | share | Decrease | -5.15% | -776 shares | -1.47M | $1,143.17 | 14.3K |
| Q3 2019 | share | Decrease | -18.04% | -3.31K shares | -2.22M | $1,181.9 | 15.07K |
| Q2 2019 | share | Decrease | -3.36% | -639 shares | 1.08M | $1,089.6 | 18.39K |
| Q1 2019 | share | Decrease | -18.22% | -4.23K shares | -5.19M | $996.24 | 19.03K |
| Q4 2018 | share | Increase | +27.77% | 5.05K shares | 2.51M | $1,038.05 | 23.27K |
| Q3 2018 | share | Decrease | -5.09% | -977 shares | 839K | $1,188.49 | 18.21K |
| Q2 2018 | share | Decrease | -2.70% | -532 shares | -2.27M | $1,084.35 | 19.19K |
| Q1 2018 | share | Decrease | -3.82% | -784 shares | -280K | $1,170.25 | 19.72K |
| Q4 2017 | share | Increase | +316.72% | 15.58K shares | 18.10M | $1,139.13 | 20.50K |
| Q3 2017 | share | Decrease | -0.18% | -9 shares | 444K | $1,067.98 | 4.92K |
| Q2 2017 | share | 0.00% | 0 shares | -1K | $975.86 | 4.93K | |
| Q1 2017 | share | Decrease | -6.68% | -353 shares | 32K | $975.86 | 4.93K |
| Q4 2016 | share | Increase | +2.90% | 149 shares | 11K | $904.5 | 5.28K |
| Q3 2016 | share | Decrease | -1.06% | -55 shares | -175K | $928.77 | 5.13K |
| Q2 2016 | share | Decrease | -1.44% | -76 shares | 252K | $952.78 | 5.18K |
| Q1 2016 | share | Increase | +319.52% | 4.01K shares | 3.58M | $891.57 | 5.26K |