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Baldwin Wealth Partners’s Vail Resorts MTN Stock Holding History

Baldwin Wealth Partners’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-50
Closed -$10.7K – 719
2023
Q4 		$10.7K Hold
50
– – ﹤0.01% 565
2023
Q3 		$11.1K Hold
50
– – ﹤0.01% 568
2023
Q2 		$12.6K Hold
50
– – ﹤0.01% 581
2023
Q1 		$11.7K Hold
50
– – ﹤0.01% 604
2022
Q4 		$11.9K Sell
50
-150
-75% -$35.2K ﹤0.01% 595
2022
Q3 		$43K Hold
200
– – 0.01% 349
2022
Q2 		$44K Hold
200
– – 0.01% 367
2022
Q1 		$52K Buy
+200
New +$54.4K 0.01% 367
2017
Q1 		– Sell
-82
Closed -$13K – 524
2016
Q4 		$13K Hold
82
– – ﹤0.01% 412
2016
Q3 		$13K Buy
+82
New +$12.5K ﹤0.01% 426

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Charles Schwab
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SCA
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Baldwin Wealth Partners's MTN Position: Q1 2024 in Review

Baldwin Wealth Partners sold out of Vail Resorts (MTN) in Q1 2024, closing a stake of 50 shares — an estimated $10.7K sold.

Baldwin Wealth Partners first reported a position in MTN in Q3 2016 and held it in 10 quarters. The position peaked at $52K in Q1 2022. 498 funds tracked by Wall St. Rank hold MTN as of Q1 2024.

  • Baldwin Wealth Partners reported no remaining Vail Resorts position as of Q1 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 50 Vail Resorts shares in Q1 2024, an estimated $10.7K.
  • Baldwin Wealth Partners first reported a position in Vail Resorts in Q3 2016 and held it in 10 quarters.
  • Baldwin Wealth Partners's Vail Resorts position peaked at $52K in Q1 2022.
  • 498 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2024.

Based on Baldwin Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.