Carson Wealth (CWM LLC)’s Vail Resorts MTN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83K | Buy |
526
+265
| +102% | +$41.8K | ﹤0.01% | 2877 |
|
|
2025
Q1 | $42K | Sell |
261
-800
| -75% | -$129K | ﹤0.01% | 3120 |
|
|
2024
Q4 | $199K | Sell |
1,061
-428
| -29% | -$80.3K | ﹤0.01% | 1823 |
|
|
2024
Q3 | $260K | Sell |
1,489
-705
| -32% | -$123K | ﹤0.01% | 1622 |
|
|
2024
Q2 | $395K | Sell |
2,194
-8,051
| -79% | -$1.45M | ﹤0.01% | 1282 |
|
|
2024
Q1 | $2.28M | Buy |
10,245
+104
| +1% | +$23.2K | 0.01% | 589 |
|
|
2023
Q4 | $2.17M | Sell |
10,141
-524
| -5% | -$112K | 0.01% | 561 |
|
|
2023
Q3 | $2.37M | Buy |
10,665
+10,553
| +9,422% | +$2.34M | 0.01% | 507 |
|
|
2023
Q2 | $28K | Buy |
112
+19
| +20% | +$4.75K | ﹤0.01% | 2407 |
|
|
2023
Q1 | $22K | Buy |
93
+4
| +4% | +$946 | ﹤0.01% | 2435 |
|
|
2022
Q4 | $21K | Hold |
89
| – | – | ﹤0.01% | 2328 |
|
|
2022
Q3 | $19K | Sell |
89
-17
| -16% | -$3.63K | ﹤0.01% | 2252 |
|
|
2022
Q2 | $23K | Sell |
106
-61
| -37% | -$13.2K | ﹤0.01% | 2033 |
|
|
2022
Q1 | $43K | Buy |
167
+62
| +59% | +$16K | ﹤0.01% | 1666 |
|
|
2021
Q4 | $34K | Buy |
+105
| New | +$34K | ﹤0.01% | 1738 |
|
|
2021
Q2 | $28K | Hold |
87
| – | – | ﹤0.01% | 1644 |
|
|
2021
Q1 | $28K | Hold |
87
| – | – | ﹤0.01% | 1644 |
|
|
2020
Q4 | $28K | Hold |
87
| – | – | ﹤0.01% | 1644 |
|
|
2020
Q3 | $28K | Hold |
87
| – | – | ﹤0.01% | 1644 |
|
|
2020
Q2 | $28K | Hold |
87
| – | – | ﹤0.01% | 1644 |
|
|
2020
Q1 | $28K | Hold |
87
| – | – | ﹤0.01% | 1644 |
|
|
2019
Q4 | $28K | Hold |
87
| – | – | ﹤0.01% | 1644 |
|
|
2019
Q3 | $28K | Hold |
87
| – | – | ﹤0.01% | 1644 |
|
|
2019
Q2 | $28K | Hold |
87
| – | – | ﹤0.01% | 1644 |
|
|
2019
Q1 | $28K | Sell |
87
-13,873
| -99% | -$4.46M | ﹤0.01% | 1644 |
|
|
2018
Q4 | $2.94M | Buy |
13,960
+12,017
| +618% | +$2.53M | 0.07% | 228 |
|
|
2018
Q3 | $533K | Buy |
1,943
+1,914
| +6,600% | +$525K | 0.01% | 377 |
|
|
2018
Q2 | $8K | Buy |
29
+18
| +164% | +$4.97K | ﹤0.01% | 1068 |
|
|
2018
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 1187 |
|
|
2017
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 1281 |
|
|
2017
Q3 | $3K | Hold |
11
| – | – | ﹤0.01% | 1211 |
|
|
2017
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 1018 |
|
|
2017
Q1 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 995 |
|