Clearstead Advisors’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 | $54.8K | Buy |
348
+35
| +11% | +$5.51K | ﹤0.01% | 1258 |
|
2025
Q1 | $50.2K | Sell |
313
-13
| -4% | -$2.08K | ﹤0.01% | 1171 |
|
2024
Q4 | $61.2K | Buy |
326
+13
| +4% | +$2.44K | ﹤0.01% | 1121 |
|
2024
Q3 | $54.6K | Hold |
313
| – | – | ﹤0.01% | 1183 |
|
2024
Q2 | $56.5K | Hold |
313
| – | – | ﹤0.01% | 1130 |
|
2024
Q1 | $63.6K | Hold |
313
| – | – | ﹤0.01% | 709 |
|
2023
Q4 | $66.9K | Sell |
313
-513
| -62% | -$110K | ﹤0.01% | 674 |
|
2023
Q3 | $183K | Buy |
826
+413
| +100% | +$91.7K | 0.01% | 583 |
|
2023
Q2 | $104K | Hold |
413
| – | – | 0.01% | 569 |
|
2023
Q1 | $96.6K | Hold |
413
| – | – | 0.01% | 516 |
|
2022
Q4 | $98.6K | Buy |
413
+100
| +32% | +$23.9K | 0.01% | 497 |
|
2022
Q3 | $68K | Hold |
313
| – | – | 0.01% | 547 |
|
2022
Q2 | $68K | Hold |
313
| – | – | 0.01% | 562 |
|
2022
Q1 | $82K | Hold |
313
| – | – | 0.01% | 584 |
|
2021
Q4 | $103K | Buy |
+313
| New | +$103K | 0.01% | 515 |
|