Cerity 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 | $280K | Sell |
1,785
-6,742
| -79% | -$1.06M | ﹤0.01% | 2182 |
|
2025
Q1 | $1.36M | Sell |
8,527
-2,498
| -23% | -$400K | ﹤0.01% | 1288 |
|
2024
Q4 | $1.96M | Sell |
11,025
-512
| -4% | -$91.2K | ﹤0.01% | 1113 |
|
2024
Q3 | $2.01M | Buy |
11,537
+1,162
| +11% | +$203K | ﹤0.01% | 1089 |
|
2024
Q2 | $1.87M | Sell |
10,375
-2,499
| -19% | -$450K | ﹤0.01% | 939 |
|
2024
Q1 | $2.87M | Buy |
12,874
+8,806
| +216% | +$1.96M | 0.01% | 834 |
|
2023
Q4 | $868K | Buy |
4,068
+2,634
| +184% | +$562K | ﹤0.01% | 1033 |
|
2023
Q3 | $318K | Sell |
1,434
-2,744
| -66% | -$609K | ﹤0.01% | 1124 |
|
2023
Q2 | $1.05M | Buy |
4,178
+576
| +16% | +$145K | ﹤0.01% | 910 |
|
2023
Q1 | $842K | Buy |
3,602
+701
| +24% | +$164K | ﹤0.01% | 1055 |
|
2022
Q4 | $691K | Buy |
2,901
+1,163
| +67% | +$277K | ﹤0.01% | 808 |
|
2022
Q3 | $375K | Buy |
+1,738
| New | +$375K | ﹤0.01% | 814 |
|
2022
Q1 | – | Sell |
-636
| Closed | -$208K | – | 1049 |
|
2021
Q4 | $208K | Buy |
+636
| New | +$208K | ﹤0.01% | 920 |
|
2019
Q2 | – | Sell |
-1,104
| Closed | -$240K | – | 551 |
|
2019
Q1 | $240K | Buy |
+1,104
| New | +$240K | 0.02% | 461 |
|