ENCOMPASS WEALTH ADVISORS, LLC – Markel Corporation Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$651,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC 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 | Increase | +84.62% | 275 shares | 231K | $1,084.22 | 600 |
| Q2 2022 | share | 0.00% | 0 shares | -59K | $1,293.25 | 325 | |
| Q1 2022 | share | 0.00% | 0 shares | 78K | $1,475.24 | 325 | |
| Q4 2021 | share | 0.00% | 0 shares | 13K | $1,230.46 | 325 | |
| Q3 2021 | share | 0.00% | 0 shares | 3K | $1,195.13 | 325 | |
| Q2 2021 | share | 0.00% | 0 shares | 1K | $1,186.71 | 325 | |
| Q1 2021 | share | Decrease | -45.83% | -275 shares | -236K | $1,139.62 | 325 |
| Q4 2020 | share | Increase | 0.00% | 600 shares | 620K | $1,033.3 | 600 |