Congress Wealth Management’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,501
| Closed | -$333K | – | 648 |
|
|
2023
Q3 | $333K | Sell |
1,501
-382
| -20% | -$84.8K | 0.01% | 509 |
|
|
2023
Q2 | $474K | Sell |
1,883
-670
| -26% | -$169K | 0.01% | 422 |
|
|
2023
Q1 | $597K | Sell |
2,553
-850
| -25% | -$199K | 0.01% | 397 |
|
|
2022
Q4 | $811K | Sell |
3,403
-1,353
| -28% | -$323K | 0.02% | 356 |
|
|
2022
Q3 | $1.03M | Sell |
4,756
-6,014
| -56% | -$1.3M | 0.03% | 333 |
|
|
2022
Q2 | $2.35M | Sell |
10,770
-4,781
| -31% | -$1.04M | 0.06% | 266 |
|
|
2022
Q1 | $4.05M | Sell |
15,551
-1,365
| -8% | -$355K | 0.09% | 229 |
|
|
2021
Q4 | $5.55M | Buy |
+16,916
| New | +$5.55M | 0.11% | 211 |
|