Accretive Wealth Partners’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $997K | Buy |
6,348
+61
| +1% | +$9.59K | 0.33% | 84 |
|
|
2025
Q1 | $864K | Buy |
6,287
+993
| +19% | +$136K | 0.31% | 90 |
|
|
2024
Q4 | $992K | Buy |
5,294
+80
| +2% | +$15K | 0.42% | 80 |
|
|
2024
Q3 | $909K | Sell |
5,214
-84
| -2% | -$14.6K | 0.38% | 88 |
|
|
2024
Q2 | $954K | Buy |
5,298
+271
| +5% | +$48.8K | 0.4% | 80 |
|
|
2024
Q1 | $980K | Buy |
5,027
+132
| +3% | +$25.7K | 0.43% | 74 |
|
|
2023
Q4 | $1.04M | Sell |
4,895
-91
| -2% | -$19.4K | 0.5% | 67 |
|
|
2023
Q3 | $1.11M | Buy |
4,986
+131
| +3% | +$29.1K | 0.66% | 49 |
|
|
2023
Q2 | $1.22M | Buy |
4,855
+142
| +3% | +$35.8K | 0.72% | 45 |
|
|
2023
Q1 | $1.1M | Buy |
4,713
+185
| +4% | +$43.2K | 0.7% | 47 |
|
|
2022
Q4 | $1.08M | Buy |
4,528
+118
| +3% | +$28.1K | 0.74% | 45 |
|
|
2022
Q3 | $951K | Buy |
4,410
+42
| +1% | +$9.06K | 0.72% | 44 |
|
|
2022
Q2 | $952K | Buy |
4,368
+19
| +0.4% | +$4.14K | 0.69% | 49 |
|
|
2022
Q1 | $1.13M | Buy |
4,349
+123
| +3% | +$32K | 0.71% | 48 |
|
|
2021
Q4 | $1.39M | Buy |
4,226
+40
| +1% | +$13.1K | 0.88% | 37 |
|
|
2021
Q3 | $1.4M | Buy |
4,186
+167
| +4% | +$55.8K | 0.99% | 27 |
|
|
2021
Q2 | $1.27M | Buy |
4,019
+279
| +7% | +$88.3K | 0.92% | 29 |
|
|
2021
Q1 | $1.09M | Buy |
3,740
+260
| +7% | +$75.8K | 0.98% | 32 |
|
|
2020
Q4 | $971K | Buy |
+3,480
| New | +$971K | 0.96% | 35 |
|