Encompass Wealth Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-600
| Closed | -$941K | – | 121 |
|
|
2024
Q3 | $941K | Hold |
600
| – | – | 0.24% | 87 |
|
|
2024
Q2 | $945K | Hold |
600
| – | – | 0.25% | 83 |
|
|
2024
Q1 | $913K | Hold |
600
| – | – | 0.24% | 87 |
|
|
2023
Q4 | $852K | Hold |
600
| – | – | 0.26% | 80 |
|
|
2023
Q3 | $883K | Hold |
600
| – | – | 0.29% | 67 |
|
|
2023
Q2 | $830K | Hold |
600
| – | – | 0.27% | 74 |
|
|
2023
Q1 | $766K | Hold |
600
| – | – | 0.26% | 75 |
|
|
2022
Q4 | $790K | Hold |
600
| – | – | 0.29% | 65 |
|
|
2022
Q3 | $651K | Buy |
600
+275
| +85% | +$298K | 0.25% | 73 |
|
|
2022
Q2 | $420K | Hold |
325
| – | – | 0.15% | 123 |
|
|
2022
Q1 | $479K | Hold |
325
| – | – | 0.12% | 134 |
|
|
2021
Q4 | $401K | Hold |
325
| – | – | 0.1% | 153 |
|
|
2021
Q3 | $388K | Hold |
325
| – | – | 0.1% | 148 |
|
|
2021
Q2 | $385K | Hold |
325
| – | – | 0.09% | 157 |
|
|
2021
Q1 | $384K | Sell |
325
-275
| -46% | -$325K | 0.1% | 160 |
|
|
2020
Q4 | $620K | Buy |
+600
| New | +$620K | 0.36% | 55 |
|