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Concord Wealth Partners’s Vail Resorts MTN Stock Holding History

Concord 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
2025
Q1 		– Sell
-5
Closed -$937 – 909
2024
Q4 		$937 Hold
5
– – ﹤0.01% 805
2024
Q3 		$871 Buy
+5
New +$895 ﹤0.01% 852

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Concord Wealth Partners's MTN Position: Q1 2025 in Review

Concord Wealth Partners sold out of Vail Resorts (MTN) in Q1 2025, closing a stake of 5 shares — an estimated $937 sold.

Concord Wealth Partners first reported a position in MTN in Q3 2024 and held it in 2 quarters. The position peaked at $937 in Q4 2024. 448 funds tracked by Wall St. Rank hold MTN as of Q1 2025.

  • Concord Wealth Partners reported no remaining Vail Resorts position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 5 Vail Resorts shares in Q1 2025, an estimated $937.
  • Concord Wealth Partners first reported a position in Vail Resorts in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Vail Resorts position peaked at $937 in Q4 2024.
  • 448 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.